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 | $88,819 | $84,487+5.1% | $125,339-29.1% | $66,914+32.7% |
| Participation rate | 84.1% | 76.4%+7.7pp | 82.4%+1.7pp | 69.8%+14.3pp |
| Annual return | -16.40% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $4,470 | $3,553+25.8% | $4,814-7.1% | $2,544+75.7% |
| Participant deferral / active EE | $9,644 | $6,781+42.2% | $7,446+29.5% | $4,237+127.6% |
| Admin fee / account holder | $416 | $685-39.3% | $10,010-95.8% | $593-29.9% |