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 | $107,586 | $81,474+32.0% | $133,956-19.7% | $73,488+46.4% |
| Participation rate | 90.0% | 76.4%+13.6pp | 79.8%+10.2pp | 70.7%+19.3pp |
| Annual return | 14.97% | 19.40%-4.4pp | 45.09%-30.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,611 | $2,209+18.2% | $3,919-33.4% | $2,270+15.0% |
| Participant deferral / active EE | $4,974 | $3,786+31.4% | $5,048-1.5% | $3,740+33.0% |
| Admin fee / account holder | $519 | $713-27.2% | $8,927-94.2% | $513+1.2% |