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 | $10,601 | $29,667-64.3% | $56,441-81.2% | $80,874-86.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 8.74% | 35.22%-26.5pp | 1704.21%-1695.5pp | 35.62%-26.9pp |
| Employer contribution / active EE | $1,072 | $669+60.1% | $1,039+3.2% | $2,756-61.1% |
| Participant deferral / active EE | $2,130 | $1,227+73.7% | $1,953+9.1% | $4,297-50.4% |
| Admin fee / account holder | $997 | $2,429-59.0% | $2,829-64.8% | $6,935-85.6% |