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 | $99,132 | $72,277+37.2% | $101,248-2.1% | $79,858+24.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.16% | 22.30%-12.1pp | 46.47%-36.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,906 | $2,692+8.0% | $3,660-20.6% | $2,471+17.6% |
| Participant deferral / active EE | $4,688 | $3,282+42.9% | $4,370+7.3% | $3,740+25.4% |
| Admin fee / account holder | $795 | $4,400-81.9% | $5,945-86.6% | $5,306-85.0% |