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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,016 | $79,171-52.0% | $102,423-62.9% | $74,495-49.0% |
| Participation rate | 56.7% | 74.8%-18.1pp | 76.5%-19.8pp | 67.2%-10.5pp |
| Annual return | 14.93% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $296 | $2,362-87.5% | $3,023-90.2% | $2,623-88.7% |
| Participant deferral / active EE | $3,193 | $4,415-27.7% | $5,053-36.8% | $4,346-26.5% |
| Admin fee / account holder | $2,197 | $2,001+9.8% | $9,451-76.8% | $1,942+13.1% |