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 9-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.)
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 | $22,417 | $45,343-50.6% | $150,298-85.1% | $67,986-67.0% |
| Participation rate | 39.6% | 51.9%-12.2pp | 77.8%-38.1pp | 57.2%-17.6pp |
| Annual return | 18.14% | 33.28%-15.1pp | 62.79%-44.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,100 | $1,462-24.7% | $4,154-73.5% | $2,019-45.5% |
| Participant deferral / active EE | $2,414 | $2,055+17.5% | $5,453-55.7% | $3,358-28.1% |
| Admin fee / account holder | $2,225 | $2,250-1.1% | $14,116-84.2% | $3,203-30.5% |