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 8-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 | $53,714 | $76,000-29.3% | $154,107-65.1% | $64,186-16.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.43% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $5,268 | $3,351+57.2% | $5,298-0.6% | $2,381+121.3% |
| Participant deferral / active EE | $1,207 | $3,175-62.0% | $5,081-76.2% | $3,470-65.2% |
| Admin fee / account holder | $1,709 | $5,596-69.5% | $13,411-87.3% | $4,888-65.0% |