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 | $55,631 | $65,061-14.5% | $143,757-61.3% | $66,914-16.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -22.64% | -11.14%-11.5pp | -0.04%-22.6pp | 1.58%-24.2pp |
| Employer contribution / active EE | $3,670 | $2,361+55.5% | $4,951-25.9% | $2,544+44.2% |
| Participant deferral / active EE | $3,646 | $2,919+24.9% | $5,637-35.3% | $4,237-13.9% |
| Admin fee / account holder | $971 | $502+93.4% | $14,673-93.4% | $593+63.7% |