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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,208 | $65,376-38.5% | $87,100-53.8% | $65,185-38.3% |
| Participation rate | 99.1% | 75.3%+23.8pp | 76.9%+22.3pp | 70.2%+28.9pp |
| Annual return | -7.56% | 31.27%-38.8pp | 28.19%-35.7pp | 29.38%-36.9pp |
| Employer contribution / active EE | $7,075 | $1,822+288.2% | $2,521+180.6% | $2,177+225.1% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $466 | $520-10.3% | $7,497-93.8% | $847-45.0% |