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 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 | $129,148 | $88,122+46.6% | $141,162-8.5% | $67,579+91.1% |
| Participation rate | 70.2% | 76.5%-6.2pp | 82.5%-12.2pp | 71.3%-1.0pp |
| Annual return | 22.70% | 75.40%-52.7pp | 71.39%-48.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,697 | $3,224-16.3% | $4,735-43.0% | $2,148+25.6% |
| Participant deferral / active EE | $6,710 | $5,958+12.6% | $6,7090% | $3,539+89.6% |
| Admin fee / account holder | $302 | $131+130.8% | $10,261-97.1% | $142+112.3% |