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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,860 | $63,299-52.8% | $91,001-67.2% | $62,292-52.1% |
| Participation rate | 94.0% | 73.3%+20.7pp | 75.6%+18.4pp | 69.5%+24.5pp |
| Annual return | 16.17% | 20.99%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $318 | $1,807-82.4% | $2,456-87.0% | $2,042-84.4% |
| Participant deferral / active EE | $2,287 | $2,943-22.3% | $3,547-35.5% | $3,169-27.8% |
| Admin fee / account holder | $14 | $468-96.9% | $5,417-99.7% | $479-97.0% |