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 | $71,868 | $77,145-6.8% | $108,410-33.7% | $85,850-16.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.26% | 44.54%-32.3pp | 905.27%-893.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,352 | $2,379+82.9% | $3,558+22.3% | $2,565+69.7% |
| Participant deferral / active EE | $8,394 | $5,566+50.8% | $6,563+27.9% | $3,952+112.4% |
| Admin fee / account holder | $5,810 | $5,172+12.3% | $7,295-20.4% | $6,260-7.2% |