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 | $11,925 | $77,899-84.7% | $149,673-92.0% | $75,163-84.1% |
| Participation rate | 76.3% | 65.6%+10.7pp | 78.8%-2.5pp | 67.2%+9.1pp |
| Annual return | 11.62% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,220 | $3,137-61.1% | $4,818-74.7% | $2,670-54.3% |
| Participant deferral / active EE | $1,297 | $3,411-62.0% | $5,680-77.2% | $4,125-68.6% |
| Admin fee / account holder | $1,593 | $5,956-73.3% | $13,210-87.9% | $5,651-71.8% |