Filed March 17, 2025
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,504 | $45,863-9.5% | $77,024-46.1% | $68,494-39.4% |
| Participation rate | 81.3% | 55.9%+25.3pp | 67.9%+13.3pp | 67.9%+13.4pp |
| Annual return | -20.73% | 1.72%-22.4pp | 42.32%-63.0pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,525 | $1,650+53.0% | $2,812-10.2% | $2,596-2.8% |
| Participant deferral / active EE | $4,706 | $2,962+58.9% | $4,426+6.3% | $4,027+16.9% |
| Admin fee / account holder | $786 | $3,041-74.2% | $5,425-85.5% | $5,403-85.5% |