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 | $132,308 | $66,124+100.1% | $90,404+46.4% | $73,488+80.0% |
| Participation rate | 93.5% | 69.7%+23.8pp | 72.7%+20.8pp | 70.7%+22.8pp |
| Annual return | 41.29% | 17.65%+23.6pp | 1293.02%-1251.7pp | 28.51%+12.8pp |
| Employer contribution / active EE | $4,128 | $2,346+75.9% | $3,262+26.5% | $2,270+81.8% |
| Participant deferral / active EE | $12,061 | $3,039+296.9% | $3,963+204.3% | $3,740+222.5% |
| Admin fee / account holder | $353 | $396-10.8% | $5,611-93.7% | $513-31.1% |