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 9-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.
Participant 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 | $13,998 | $85,202-83.6% | $172,739-91.9% | $72,985-80.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.77% | 27.32%-23.6pp | 802.84%-799.1pp | 81.00%-77.2pp |
| Employer contribution / active EE | $629 | $3,324-81.1% | $5,143-87.8% | $2,440-74.2% |
| Participant deferral / active EE | $825 | $3,260-74.7% | $5,198-84.1% | $3,607-77.1% |
| Admin fee / account holder | $1,136 | $5,884-80.7% | $13,954-91.9% | $5,124-77.8% |