See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,979 | $81,625-57.1% | $167,512-79.1% | $74,304-52.9% |
| Participation rate | 35.1% | 60.0%-24.9pp | 77.1%-42.0pp | 60.3%-25.2pp |
| Annual return | 12.65% | 26.09%-13.4pp | 1615.79%-1603.1pp | 29.43%-16.8pp |
| Employer contribution / active EE | $873 | $2,010-56.6% | $3,882-77.5% | $2,241-61.0% |
| Participant deferral / active EE | $1,739 | $4,115-57.7% | $6,405-72.8% | $3,767-53.8% |
| Admin fee / account holder | $2,759 | $3,474-20.6% | $9,769-71.8% | $2,969-7.1% |