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.)
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 | $55,482 | $47,922+15.8% | $75,886-26.9% | $65,185-14.9% |
| Participation rate | 96.5% | 63.0%+33.5pp | 69.3%+27.2pp | 70.2%+26.3pp |
| Annual return | -0.44% | 24.12%-24.6pp | 30.76%-31.2pp | 29.38%-29.8pp |
| Employer contribution / active EE | $796 | $1,557-48.9% | $2,500-68.2% | $2,177-63.4% |
| Participant deferral / active EE | $2,763 | $2,550+8.3% | $3,603-23.3% | $3,514-21.4% |
| Admin fee / account holder | $338 | $532-36.4% | $5,418-93.8% | $847-60.1% |