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 | $135,342 | $63,114+114.4% | $92,893+45.7% | $65,185+107.6% |
| Participation rate | 95.8% | 68.8%+27.0pp | 76.0%+19.8pp | 70.2%+25.6pp |
| Annual return | 24.13% | 28.75%-4.6pp | 109.41%-85.3pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,720 | $2,571-33.1% | $3,653-52.9% | $2,177-21.0% |
| Participant deferral / active EE | $7,381 | $3,108+137.5% | $4,236+74.2% | $3,514+110.1% |
| Admin fee / account holder | $434 | $624-30.4% | $5,794-92.5% | $847-48.8% |