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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,915 | $58,879+30.6% | $178,490-56.9% | $73,488+4.7% |
| Participation rate | 78.0% | 66.2%+11.8pp | 81.9%-3.9pp | 70.7%+7.3pp |
| Annual return | 17.95% | 24.86%-6.9pp | 151.07%-133.1pp | 28.51%-10.6pp |
| Employer contribution / active EE | $3,502 | $2,236+56.6% | $5,011-30.1% | $2,270+54.3% |
| Participant deferral / active EE | $6,724 | $2,567+161.9% | $5,202+29.3% | $3,740+79.8% |
| Admin fee / account holder | $538 | $400+34.3% | $13,984-96.2% | $513+4.8% |