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 | $58,155 | $61,473-5.4% | $81,930-29.0% | $73,409-20.8% |
| Participation rate | 78.8% | 72.4%+6.4pp | 72.0%+6.8pp | 72.2%+6.6pp |
| Annual return | 16.28% | 28.26%-12.0pp | 29.49%-13.2pp | 59.29%-43.0pp |
| Employer contribution / active EE | $665 | $1,898-65.0% | $4,310-84.6% | $2,234-70.2% |
| Participant deferral / active EE | $2,648 | $3,080-14.0% | $7,107-62.7% | $3,805-30.4% |
| Admin fee / account holder | $304 | $125+142.2% | $5,158-94.1% | $158+92.5% |