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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,158 | $60,323-23.5% | $81,812-43.6% | $74,495-38.0% |
| Participation rate | 43.8% | 62.9%-19.1pp | 72.3%-28.6pp | 67.2%-23.5pp |
| Annual return | 15.86% | 16.90%-1.0pp | 773.79%-757.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,009 | $2,620-61.5% | $2,912-65.4% | $2,623-61.5% |
| Participant deferral / active EE | $3,123 | $3,387-7.8% | $4,319-27.7% | $4,346-28.1% |
| Admin fee / account holder | $2,139 | $1,486+43.9% | $7,386-71.0% | $1,942+10.1% |