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 | $61,118 | $105,181-41.9% | $159,436-61.7% | $85,850-28.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.64% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $5,171 | $3,318+55.8% | $4,829+7.1% | $2,565+101.6% |
| Participant deferral / active EE | $2,766 | $5,945-53.5% | $7,352-62.4% | $3,952-30.0% |
| Admin fee / account holder | $9,205 | $6,933+32.8% | $10,799-14.8% | $6,260+47.0% |