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 | $107,626 | $82,664+30.2% | $125,339-14.1% | $68,494+57.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.15% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $5,832 | $3,381+72.5% | $4,814+21.1% | $2,596+124.6% |
| Participant deferral / active EE | $7,681 | $6,110+25.7% | $7,446+3.2% | $4,027+90.7% |
| Admin fee / account holder | $5,615 | $6,275-10.5% | $10,010-43.9% | $5,403+3.9% |