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.)
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 | $28,620 | $54,701-47.7% | $86,188-66.8% | $71,457-59.9% |
| Participation rate | 59.3% | 60.1%-0.8pp | 69.0%-9.7pp | 67.9%-8.6pp |
| Annual return | 17.82% | 20.06%-2.2pp | 1168.45%-1150.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,672 | $1,265+32.2% | $2,380-29.8% | $2,588-35.4% |
| Participant deferral / active EE | $2,433 | $3,108-21.7% | $3,985-38.9% | $4,289-43.3% |
| Admin fee / account holder | $1,291 | $1,922-32.8% | $6,852-81.2% | $1,587-18.7% |