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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,443 | $56,317-88.6% | $71,209-91.0% | $74,304-91.3% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 7.83% | 42.83%-35.0pp | 282.51%-274.7pp | 29.43%-21.6pp |
| Employer contribution / active EE | $178 | $2,160-91.8% | $2,721-93.5% | $2,241-92.1% |
| Participant deferral / active EE | $507 | $2,788-81.8% | $4,175-87.9% | $3,767-86.6% |
| Admin fee / account holder | $894 | $2,290-61.0% | $5,349-83.3% | $2,969-69.9% |