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 3-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 | $42,986 | $86,944-50.6% | $107,525-60.0% | $74,304-42.1% |
| Participation rate | 57.2% | 59.6%-2.3pp | 75.1%-17.9pp | 60.3%-3.1pp |
| Annual return | 116.85% | 23.52%+93.3pp | 181.32%-64.5pp | 29.43%+87.4pp |
| Employer contribution / active EE | $1,566 | $2,757-43.2% | $3,754-58.3% | $2,241-30.1% |
| Participant deferral / active EE | $3,277 | $3,554-7.8% | $5,116-35.9% | $3,767-13.0% |
| Admin fee / account holder | $1,110 | $3,727-70.2% | $8,919-87.6% | $2,969-62.6% |