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 | $30,396 | $77,899-61.0% | $149,673-79.7% | $75,163-59.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.23% | 31.72%-25.5pp | 134.42%-128.2pp | 160.62%-154.4pp |
| Employer contribution / active EE | $1,612 | $3,137-48.6% | $4,818-66.5% | $2,670-39.6% |
| Participant deferral / active EE | $2,626 | $3,411-23.0% | $5,680-53.8% | $4,125-36.3% |
| Admin fee / account holder | $1,276 | $5,956-78.6% | $13,210-90.3% | $5,651-77.4% |