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 | $141,519 | $89,652+57.9% | $141,162+0.3% | $65,185+117.1% |
| Participation rate | 99.3% | 74.7%+24.6pp | 82.5%+16.8pp | 70.2%+29.1pp |
| Annual return | 25.47% | 32.79%-7.3pp | 71.39%-45.9pp | 29.38%-3.9pp |
| Employer contribution / active EE | $13,519 | $3,065+341.1% | $4,735+185.5% | $2,177+521.1% |
| Participant deferral / active EE | $6,577 | $5,691+15.6% | $6,709-2.0% | $3,514+87.2% |
| Admin fee / account holder | $434 | $569-23.7% | $10,261-95.8% | $847-48.8% |