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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,123 | $109,881-98.1% | $150,045-98.6% | $84,808-97.5% |
| Participation rate | 99.0% | 76.1%+22.9pp | 82.3%+16.6pp | 68.3%+30.7pp |
| Annual return | -124.27% | 28.25%-152.5pp | 62.55%-186.8pp | 40.90%-165.2pp |
| Employer contribution / active EE | $5,409 | $3,561+51.9% | $4,693+15.3% | $2,631+105.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,609 | $8,568-57.9% | $13,435-73.1% | $7,344-50.9% |