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 | $1,225,925 | $80,753+1418.1% | $136,294+799.5% | $62,292+1868.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.31% | 35.83%-21.5pp | 5155.94%-5141.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $27,841 | $2,884+865.5% | $4,695+492.9% | $2,042+1263.3% |
| Participant deferral / active EE | $21,542 | $5,164+317.1% | $6,247+244.8% | $3,169+579.8% |
| Admin fee / account holder | $486 | $525-7.5% | $9,243-94.7% | $479+1.3% |