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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,793 | $77,634+51.7% | $156,549-24.8% | $62,891+87.3% |
| Participation rate | 74.2% | 71.2%+3.0pp | 84.0%-9.8pp | 69.3%+4.9pp |
| Annual return | 6.49% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,698 | $3,444+7.4% | $5,501-32.8% | $2,281+62.1% |
| Participant deferral / active EE | $8,178 | $3,045+168.5% | $4,871+67.9% | $3,203+155.3% |
| Admin fee / account holder | $808 | $5,561-85.5% | $13,027-93.8% | $4,296-81.2% |