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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,520 | $81,474-14.7% | $133,956-48.1% | $73,488-5.4% |
| Participation rate | 95.3% | 76.4%+19.0pp | 79.8%+15.5pp | 70.7%+24.7pp |
| Annual return | 12.84% | 19.40%-6.6pp | 45.09%-32.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $231 | $2,209-89.5% | $3,919-94.1% | $2,270-89.8% |
| Participant deferral / active EE | $6,224 | $3,786+64.4% | $5,048+23.3% | $3,740+66.4% |
| Admin fee / account holder | $324 | $713-54.6% | $8,927-96.4% | $513-36.9% |