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 | $72,450 | $38,969+85.9% | $109,313-33.7% | $55,167+31.3% |
| Participation rate | 96.3% | 58.2%+38.1pp | 71.3%+25.1pp | 69.0%+27.3pp |
| Annual return | 8.47% | 8.26%+0.2pp | 22.07%-13.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,467 | $1,227+101.2% | $3,892-36.6% | $1,963+25.7% |
| Participant deferral / active EE | $3,582 | $2,176+64.6% | $3,166+13.1% | $3,054+17.3% |
| Admin fee / account holder | $315 | $501-37.1% | $5,666-94.4% | $504-37.4% |