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 | $49,915-55.1% | $154,803-85.5% | $74,304-69.8% |
| Participation rate | 39.6% | 54.0%-14.3pp | 78.1%-38.4pp | 60.3%-20.7pp |
| Annual return | 18.14% | 34.06%-15.9pp | 58.88%-40.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,100 | $1,611-31.7% | $4,305-74.4% | $2,241-50.9% |
| Participant deferral / active EE | $2,414 | $2,255+7.1% | $5,540-56.4% | $3,767-35.9% |
| Admin fee / account holder | $2,225 | $2,189+1.6% | $14,329-84.5% | $2,969-25.1% |