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.
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.)
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 | $90,054 | $73,102+23.2% | $123,544-27.1% | $56,287+60.0% |
| Participation rate | 70.4% | 74.3%-3.9pp | 82.3%-11.9pp | 69.9%+0.5pp |
| Annual return | -5.77% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1 | $2,977-100.0% | $4,628-100.0% | $2,111-99.9% |
| Participant deferral / active EE | $8,203 | $5,423+51.3% | $6,426+27.7% | $3,350+144.9% |
| Admin fee / account holder | $792 | $554+43.0% | $9,284-91.5% | $521+51.9% |