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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,725 | $82,879-87.1% | $96,576-88.9% | $67,986-84.2% |
| Participation rate | 78.7% | 75.2%+3.5pp | 81.4%-2.8pp | 57.2%+21.5pp |
| Annual return | 765.17% | 36.90%+728.3pp | 38.47%+726.7pp | 31.67%+733.5pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,403 | $6,976-51.2% | $7,956-57.2% | $3,358+1.3% |
| Admin fee / account holder | $2,619 | $2,783-5.9% | $11,381-77.0% | $3,203-18.2% |