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 | $150,138 | $49,177+205.3% | $79,464+88.9% | $64,186+133.9% |
| Participation rate | 90.6% | 65.0%+25.6pp | 73.3%+17.3pp | 69.6%+21.1pp |
| Annual return | -2.16% | -1.16%-1.0pp | 718.14%-720.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $4,031 | $2,076+94.2% | $2,800+44.0% | $2,381+69.3% |
| Participant deferral / active EE | $7,893 | $2,821+179.8% | $3,704+113.1% | $3,470+127.5% |
| Admin fee / account holder | $921 | $3,839-76.0% | $5,113-82.0% | $4,888-81.2% |