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 | $49,804 | $80,753-38.3% | $136,294-63.5% | $62,292-20.0% |
| Participation rate | 72.0% | 73.5%-1.5pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 17.97% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,211 | $2,884-58.0% | $4,695-74.2% | $2,042-40.7% |
| Participant deferral / active EE | $6,174 | $5,164+19.5% | $6,247-1.2% | $3,169+94.8% |
| Admin fee / account holder | $429 | $525-18.3% | $9,243-95.4% | $479-10.5% |