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 | $19,061 | $64,480-70.4% | $81,382-76.6% | $80,856-76.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 7.75% | 16.34%-8.6pp | 24.73%-17.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,974 | $1,978+50.3% | $2,463+20.8% | $2,755+8.0% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $598 | $5,671-89.5% | $5,768-89.6% | $6,918-91.4% |