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 8-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 | $30,235 | $91,190-66.8% | $178,490-83.1% | $79,858-62.1% |
| Participation rate | 82.2% | 69.2%+13.0pp | 81.9%+0.3pp | 69.6%+12.6pp |
| Annual return | 15.62% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,742 | $3,256-46.5% | $5,011-65.2% | $2,471-29.5% |
| Participant deferral / active EE | $3,760 | $3,236+16.2% | $5,202-27.7% | $3,740+0.5% |
| Admin fee / account holder | $318 | $6,751-95.3% | $13,984-97.7% | $5,306-94.0% |