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 | $39,971 | $40,479-1.3% | $78,210-48.9% | $62,292-35.8% |
| Participation rate | 88.0% | 54.6%+33.4pp | 68.7%+19.2pp | 69.5%+18.4pp |
| Annual return | 13.33% | 66.31%-53.0pp | 40.90%-27.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $543 | $1,024-47.0% | $2,034-73.3% | $2,042-73.4% |
| Participant deferral / active EE | $2,557 | $1,718+48.9% | $2,823-9.4% | $3,169-19.3% |
| Admin fee / account holder | $323 | $376-14.1% | $3,758-91.4% | $479-32.6% |