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.
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 | $192,144 | $73,102+162.8% | $123,544+55.5% | $56,287+241.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 8.81% | 3.01%+5.8pp | 119.20%-110.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $7,637 | $2,977+156.5% | $4,628+65.0% | $2,111+261.8% |
| Participant deferral / active EE | $7,682 | $5,423+41.7% | $6,426+19.6% | $3,350+129.3% |
| Admin fee / account holder | $408 | $554-26.2% | $9,284-95.6% | $521-21.6% |