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 | $40,872 | $73,638-44.5% | $95,952-57.4% | $73,488-44.4% |
| Participation rate | 89.9% | 76.2%+13.8pp | 77.1%+12.8pp | 70.7%+19.2pp |
| Annual return | 13.24% | 16.78%-3.5pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,722 | $1,863-7.6% | $2,541-32.2% | $2,270-24.1% |
| Participant deferral / active EE | $3,711 | $3,617+2.6% | $4,167-10.9% | $3,740-0.8% |
| Admin fee / account holder | $533 | $482+10.6% | $6,795-92.2% | $513+3.9% |