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 | $88,983 | $85,766+3.8% | $136,294-34.7% | $70,131+26.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.90% | 31.45%-18.6pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $10,044 | $2,966+238.6% | $4,695+113.9% | $2,342+328.8% |
| Participant deferral / active EE | $10,176 | $5,051+101.4% | $6,247+62.9% | $3,332+205.4% |
| Admin fee / account holder | $620 | $5,420-88.6% | $9,243-93.3% | $4,645-86.7% |