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 | $37,878 | $29,051+30.4% | $52,425-27.7% | $67,986-44.3% |
| Participation rate | 73.1% | 30.4%+42.7pp | 55.6%+17.5pp | 57.2%+15.9pp |
| Annual return | 9.81% | 24.00%-14.2pp | 302.12%-292.3pp | 31.67%-21.9pp |
| Employer contribution / active EE | $1,807 | $412+338.7% | $914+97.6% | $2,019-10.5% |
| Participant deferral / active EE | $560 | $873-35.8% | $1,790-68.7% | $3,358-83.3% |
| Admin fee / account holder | $4,934 | $2,113+133.6% | $2,495+97.8% | $3,203+54.0% |