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 | $83,128 | $51,769+60.6% | $57,343+45.0% | $52,331+58.9% |
| Participation rate | 99.5% | 75.2%+24.3pp | 75.1%+24.4pp | 68.1%+31.4pp |
| Annual return | 1.80% | 2.43%-0.6pp | 24.39%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,927 | $2,335+25.3% | $2,689+8.9% | $1,882+55.6% |
| Participant deferral / active EE | $1,829 | $2,794-34.5% | $3,162-42.2% | $3,022-39.5% |
| Admin fee / account holder | $559 | $295+89.7% | $3,356-83.3% | $592-5.5% |