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 | $61,112 | $71,192-14.2% | $117,854-48.1% | $62,292-1.9% |
| Participation rate | 73.7% | 74.2%-0.5pp | 79.7%-6.0pp | 69.5%+4.2pp |
| Annual return | 10.10% | 18.66%-8.6pp | 335.08%-325.0pp | 28.90%-18.8pp |
| Employer contribution / active EE | $1,094 | $1,934-43.4% | $3,786-71.1% | $2,042-46.4% |
| Participant deferral / active EE | $2,984 | $3,189-6.4% | $4,482-33.4% | $3,169-5.8% |
| Admin fee / account holder | $524 | $587-10.8% | $8,020-93.5% | $479+9.3% |