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 | $6,105 | $27,641-77.9% | $61,373-90.1% | $68,494-91.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -21.82% | -13.24%-8.6pp | 338.61%-360.4pp | -7.84%-14.0pp |
| Employer contribution / active EE | $3,530 | $695+407.5% | $1,159+204.5% | $2,596+36.0% |
| Participant deferral / active EE | $1,667 | $1,263+32.0% | $2,125-21.5% | $4,027-58.6% |
| Admin fee / account holder | $554 | $2,010-72.4% | $2,130-74.0% | $5,403-89.7% |