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 4-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 | $28,119 | $82,664-66.0% | $125,339-77.6% | $68,494-58.9% |
| Participation rate | 78.5% | 75.0%+3.5pp | 82.4%-3.9pp | 67.9%+10.6pp |
| Annual return | -21.88% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,247 | $3,381-33.5% | $4,814-53.3% | $2,596-13.4% |
| Participant deferral / active EE | $4,056 | $6,110-33.6% | $7,446-45.5% | $4,027+0.7% |
| Admin fee / account holder | $487 | $6,275-92.2% | $10,010-95.1% | $5,403-91.0% |