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 | $63,320 | $63,114+0.3% | $92,893-31.8% | $65,185-2.9% |
| Participation rate | 99.3% | 68.8%+30.6pp | 76.0%+23.3pp | 70.2%+29.1pp |
| Annual return | 42.47% | 28.75%+13.7pp | 109.41%-66.9pp | 29.38%+13.1pp |
| Employer contribution / active EE | $4,915 | $2,571+91.2% | $3,653+34.6% | $2,177+125.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $313 | $624-49.7% | $5,794-94.6% | $847-63.0% |