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 7-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 | $40,001 | $62,573-36.1% | $85,682-53.3% | $85,850-53.4% |
| Participation rate | 97.7% | 61.1%+36.6pp | 69.9%+27.8pp | 69.3%+28.4pp |
| Annual return | -34.00% | 23.77%-57.8pp | 21.49%-55.5pp | 318.53%-352.5pp |
| Employer contribution / active EE | $10,421 | $1,757+493.2% | $2,618+298.0% | $2,565+306.3% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,361 | $4,640+37.1% | $6,873-7.4% | $6,260+1.6% |