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.
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 | $205,372 | $59,839+243.2% | $81,983+150.5% | $79,858+157.2% |
| Participation rate | 85.5% | 61.6%+23.9pp | 69.2%+16.2pp | 69.6%+15.9pp |
| Annual return | -5.76% | 17.56%-23.3pp | 41.31%-47.1pp | 31.71%-37.5pp |
| Employer contribution / active EE | $6,982 | $1,713+307.5% | $2,498+179.5% | $2,471+182.6% |
| Participant deferral / active EE | $8,568 | $2,695+217.9% | $3,722+130.2% | $3,740+129.1% |
| Admin fee / account holder | $973 | $4,287-77.3% | $5,664-82.8% | $5,306-81.7% |