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 | $50,418 | $85,202-40.8% | $172,739-70.8% | $72,985-30.9% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 23.76% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,870 | $3,324-43.7% | $5,143-63.6% | $2,440-23.4% |
| Participant deferral / active EE | $4,056 | $3,260+24.4% | $5,198-22.0% | $3,607+12.4% |
| Admin fee / account holder | $5,177 | $5,884-12.0% | $13,954-62.9% | $5,124+1.0% |