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 9-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 | $210,087 | $45,073+366.1% | $69,455+202.5% | $72,985+187.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.35% | 22.65%-18.3pp | 28.97%-24.6pp | 81.00%-76.7pp |
| Employer contribution / active EE | $17,126 | $2,054+733.8% | $2,779+516.3% | $2,440+601.9% |
| Participant deferral / active EE | $4,533 | $2,602+74.3% | $3,535+28.2% | $3,607+25.7% |
| Admin fee / account holder | $22,798 | $3,056+646.1% | $3,839+493.8% | $5,124+344.9% |