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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,865 | $109,359-73.6% | $162,163-82.2% | $72,985-60.5% |
| Participation rate | 70.4% | 84.3%-13.8pp | 87.6%-17.1pp | 69.5%+0.9pp |
| Annual return | 20.65% | 25.46%-4.8pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,244 | $3,907-68.2% | $5,614-77.8% | $2,440-49.0% |
| Participant deferral / active EE | $2,642 | $5,481-51.8% | $7,298-63.8% | $3,607-26.8% |
| Admin fee / account holder | $478 | $7,972-94.0% | $10,843-95.6% | $5,124-90.7% |