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 | $74,661-53.1% | $160,784-78.2% | $67,986-48.5% |
| Participation rate | 35.1% | 57.1%-22.0pp | 77.0%-41.9pp | 57.2%-22.1pp |
| Annual return | 12.65% | 28.83%-16.2pp | 1803.92%-1791.3pp | 31.67%-19.0pp |
| Employer contribution / active EE | $873 | $1,829-52.3% | $3,733-76.6% | $2,019-56.7% |
| Participant deferral / active EE | $1,739 | $3,681-52.8% | $6,293-72.4% | $3,358-48.2% |
| Admin fee / account holder | $2,759 | $3,959-30.3% | $9,717-71.6% | $3,203-13.9% |