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.)
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 | $75,725 | $73,638+2.8% | $95,952-21.1% | $73,488+3.0% |
| Participation rate | 70.1% | 76.2%-6.1pp | 77.1%-7.0pp | 70.7%-0.6pp |
| Annual return | 28.65% | 16.78%+11.9pp | 91.61%-63.0pp | 28.51%+0.1pp |
| Employer contribution / active EE | $3,914 | $1,863+110.1% | $2,541+54.0% | $2,270+72.4% |
| Participant deferral / active EE | $8,625 | $3,617+138.5% | $4,167+107.0% | $3,740+130.7% |
| Admin fee / account holder | $515 | $482+6.9% | $6,795-92.4% | $513+0.4% |