Filed September 4, 2025
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.)
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 | $45,333 | $62,127-27.0% | $81,382-44.3% | $74,495-39.1% |
| Participation rate | 71.1% | 64.0%+7.0pp | 69.5%+1.6pp | 67.2%+3.9pp |
| Annual return | 24.00% | 16.48%+7.5pp | 24.73%-0.7pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $3,809 | $1,882+102.4% | $2,463+54.7% | $2,623+45.2% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3,336 | $1,934+72.5% | $5,768-42.2% | $1,942+71.8% |