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 | $90,482 | $58,083+55.8% | $80,019+13.1% | $56,287+60.8% |
| Participation rate | 77.0% | 73.6%+3.4pp | 75.8%+1.2pp | 69.9%+7.1pp |
| Annual return | -3.52% | 34.61%-38.1pp | 11.22%-14.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $697 | $1,932-63.9% | $2,468-71.8% | $2,111-67.0% |
| Participant deferral / active EE | $3,270 | $3,135+4.3% | $3,686-11.3% | $3,350-2.4% |
| Admin fee / account holder | $515 | $623-17.3% | $6,521-92.1% | $521-1.2% |