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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,963 | $65,376+351.2% | $87,100+238.6% | $65,185+352.5% |
| Participation rate | 76.5% | 75.3%+1.2pp | 76.9%-0.4pp | 70.2%+6.3pp |
| Annual return | 16.78% | 31.27%-14.5pp | 28.19%-11.4pp | 29.38%-12.6pp |
| Employer contribution / active EE | $8,095 | $1,822+344.2% | $2,521+221.0% | $2,177+271.9% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,091 | $520+109.8% | $7,497-85.5% | $847+28.7% |