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 | $65,908 | $39,122+68.5% | $57,179+15.3% | $62,891+4.8% |
| Participation rate | 97.7% | 70.5%+27.2pp | 75.3%+22.4pp | 69.3%+28.4pp |
| Annual return | 6.24% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,566 | $1,874+197.0% | $2,682+107.5% | $2,281+144.0% |
| Participant deferral / active EE | $2,696 | $2,374+13.6% | $3,096-12.9% | $3,203-15.8% |
| Admin fee / account holder | $437 | $2,592-83.1% | $3,139-86.1% | $4,296-89.8% |