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 | $15,157 | $65,409-76.8% | $98,442-84.6% | $85,850-82.3% |
| Participation rate | 90.4% | 65.0%+25.4pp | 73.3%+17.1pp | 69.3%+21.1pp |
| Annual return | 10.83% | 21.76%-10.9pp | 1492.73%-1481.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $359 | $2,168-83.4% | $2,960-87.9% | $2,565-86.0% |
| Participant deferral / active EE | $1,082 | $3,166-65.8% | $4,276-74.7% | $3,952-72.6% |
| Admin fee / account holder | $3,602 | $4,593-21.6% | $5,949-39.5% | $6,260-42.5% |