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 | $171,747 | $93,182+84.3% | $146,665+17.1% | $79,386+116.3% |
| Participation rate | 78.0% | 76.4%+1.6pp | 80.1%-2.0pp | 70.7%+7.3pp |
| Annual return | 13.73% | 21.61%-7.9pp | 22.74%-9.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,142 | $2,420-11.5% | $4,136-48.2% | $2,427-11.7% |
| Participant deferral / active EE | $5,543 | $4,169+33.0% | $5,506+0.7% | $4,046+37.0% |
| Admin fee / account holder | $858 | $585+46.6% | $10,280-91.7% | $626+36.9% |