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 | $162,845 | $72,012+126.1% | $185,823-12.4% | $79,858+103.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.33% | 23.12%-9.8pp | 35.95%-22.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $6,685 | $1,965+240.3% | $4,087+63.5% | $2,471+170.6% |
| Participant deferral / active EE | $9,725 | $3,779+157.4% | $5,632+72.7% | $3,740+160.0% |
| Admin fee / account holder | $314 | $4,513-93.0% | $9,500-96.7% | $5,306-94.1% |