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 | $53,708 | $64,705-17.0% | $62,929-14.7% | $67,986-21.0% |
| Participation rate | 53.7% | 65.6%-11.9pp | 73.1%-19.4pp | 57.2%-3.5pp |
| Annual return | 15.53% | 20.31%-4.8pp | 1063.93%-1048.4pp | 31.67%-16.1pp |
| Employer contribution / active EE | $851 | $2,376-64.2% | $2,505-66.0% | $2,019-57.8% |
| Participant deferral / active EE | $2,695 | $3,198-15.7% | $3,888-30.7% | $3,358-19.7% |
| Admin fee / account holder | $2,561 | $1,428+79.4% | $5,065-49.4% | $3,203-20.0% |