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 | $67,984-21.0% | $65,493-18.0% | $74,304-27.7% |
| Participation rate | 53.7% | 66.3%-12.6pp | 73.1%-19.4pp | 60.3%-6.6pp |
| Annual return | 15.53% | 19.87%-4.3pp | 982.45%-966.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $851 | $2,491-65.8% | $2,574-66.9% | $2,241-62.0% |
| Participant deferral / active EE | $2,695 | $3,346-19.5% | $3,961-32.0% | $3,767-28.5% |
| Admin fee / account holder | $2,561 | $1,373+86.6% | $5,028-49.1% | $2,969-13.7% |