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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,822 | $54,380+44.9% | $68,509+15.1% | $59,632+32.2% |
| Participation rate | 75.8% | 70.2%+5.6pp | 74.7%+1.1pp | 68.7%+7.1pp |
| Annual return | 0.15% | 2.83%-2.7pp | 8.27%-8.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $502 | $1,539-67.4% | $2,278-78.0% | $2,203-77.2% |
| Participant deferral / active EE | $2,276 | $2,643-13.9% | $3,382-32.7% | $3,192-28.7% |
| Admin fee / account holder | $402 | $3,885-89.7% | $5,275-92.4% | $4,297-90.6% |