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 | $193,269 | $99,985+93.3% | $146,665+31.8% | $85,850+125.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.73% | 18.93%-9.2pp | 22.74%-13.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $12,234 | $2,559+378.1% | $4,136+195.8% | $2,565+376.9% |
| Participant deferral / active EE | $7,813 | $4,006+95.0% | $5,506+41.9% | $3,952+97.7% |
| Admin fee / account holder | $13,859 | $7,702+79.9% | $10,280+34.8% | $6,260+121.4% |