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 8-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 | $17,315 | $29,548-41.4% | $56,411-69.3% | $77,643-77.7% |
| Participation rate | 22.4% | 32.7%-10.3pp | 52.5%-30.1pp | 70.6%-48.2pp |
| Annual return | 12.08% | 19.01%-6.9pp | 1701.33%-1689.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $96 | $568-83.1% | $1,039-90.7% | $2,726-96.5% |
| Participant deferral / active EE | $915 | $1,061-13.8% | $1,952-53.1% | $4,647-80.3% |
| Admin fee / account holder | $1,263 | $1,046+20.7% | $2,829-55.4% | $430+193.4% |