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.)
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 | $60,280 | $39,245+53.6% | $64,105-6.0% | $52,331+15.2% |
| Participation rate | 96.2% | 58.2%+38.0pp | 68.2%+28.1pp | 68.1%+28.1pp |
| Annual return | -2.12% | 14.79%-16.9pp | 791.24%-793.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $3,233 | $736+339.2% | $1,820+77.7% | $1,882+71.8% |
| Participant deferral / active EE | $1,041 | $1,992-47.7% | $2,822-63.1% | $3,022-65.5% |
| Admin fee / account holder | $726 | $592+22.5% | $4,499-83.9% | $592+22.7% |