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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,380 | $45,073+71.7% | $69,455+11.4% | $72,985+6.0% |
| Participation rate | 90.7% | 68.5%+22.2pp | 74.6%+16.1pp | 69.5%+21.3pp |
| Annual return | 2.17% | 22.65%-20.5pp | 28.97%-26.8pp | 81.00%-78.8pp |
| Employer contribution / active EE | $5,002 | $2,054+143.6% | $2,779+80.0% | $2,440+105.0% |
| Participant deferral / active EE | $2,665 | $2,602+2.4% | $3,535-24.6% | $3,607-26.1% |
| Admin fee / account holder | $401 | $3,056-86.9% | $3,839-89.6% | $5,124-92.2% |