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.
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 | $15,975 | $56,053-71.5% | $75,972-79.0% | $80,856-80.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | -46.93% | 20.53%-67.5pp | 359.55%-406.5pp | 35.59%-82.5pp |
| Employer contribution / active EE | $7,956 | $1,874+324.5% | $2,685+196.3% | $2,755+188.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,542 | $5,234-51.4% | $6,467-60.7% | $6,918-63.3% |