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 | $155,242 | $98,463+57.7% | $119,258+30.2% | $85,850+80.8% |
| Participation rate | 95.2% | 77.6%+17.6pp | 82.7%+12.5pp | 69.3%+25.9pp |
| Annual return | 15.46% | 38.53%-23.1pp | 30.69%-15.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,188 | $3,698-13.8% | $4,384-27.3% | $2,565+24.3% |
| Participant deferral / active EE | $4,532 | $4,942-8.3% | $6,111-25.8% | $3,952+14.7% |
| Admin fee / account holder | $314 | $7,493-95.8% | $7,226-95.7% | $6,260-95.0% |