Filed June 5, 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.)
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 | $34,611 | $73,867-53.1% | $143,757-75.9% | $68,494-49.5% |
| Participation rate | 85.9% | 66.7%+19.2pp | 80.3%+5.6pp | 67.9%+18.0pp |
| Annual return | -13.62% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,351 | $3,184-26.2% | $4,951-52.5% | $2,596-9.4% |
| Participant deferral / active EE | $2,793 | $3,384-17.5% | $5,637-50.4% | $4,027-30.6% |
| Admin fee / account holder | $3,728 | $5,755-35.2% | $14,673-74.6% | $5,403-31.0% |