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 | $210,993 | $109,881+92.0% | $150,045+40.6% | $84,808+148.8% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.2pp | 68.3%+30.3pp |
| Annual return | 11.57% | 28.25%-16.7pp | 62.55%-51.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $20,875 | $3,561+486.2% | $4,693+344.8% | $2,631+693.4% |
| Participant deferral / active EE | $8,115 | $6,636+22.3% | $7,997+1.5% | $4,212+92.7% |
| Admin fee / account holder | $10,186 | $8,568+18.9% | $13,435-24.2% | $7,344+38.7% |