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 | $34,151 | $58,879-42.0% | $178,490-80.9% | $73,488-53.5% |
| Participation rate | 79.7% | 66.2%+13.4pp | 81.9%-2.3pp | 70.7%+9.0pp |
| Annual return | 21.02% | 24.86%-3.8pp | 151.07%-130.1pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,484 | $2,236-33.7% | $5,011-70.4% | $2,270-34.6% |
| Participant deferral / active EE | $2,855 | $2,567+11.2% | $5,202-45.1% | $3,740-23.7% |
| Admin fee / account holder | $307 | $400-23.3% | $13,984-97.8% | $513-40.1% |