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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,006,628 | $70,002+1338.0% | $115,037+775.0% | $52,331+1823.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -2.30% | 4.04%-6.3pp | 26.14%-28.4pp | 4.54%-6.8pp |
| Employer contribution / active EE | $28,000 | $2,715+931.3% | $4,608+507.7% | $1,882+1388.0% |
| Participant deferral / active EE | $21,517 | $4,920+337.4% | $6,026+257.0% | $3,022+612.0% |
| Admin fee / account holder | $785 | $566+38.7% | $8,175-90.4% | $592+32.7% |