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 | $108,072 | $72,607+48.8% | $90,749+19.1% | $66,914+61.5% |
| Participation rate | 94.6% | 73.7%+20.9pp | 75.7%+18.9pp | 69.8%+24.8pp |
| Annual return | -13.16% | -12.28%-0.9pp | -12.16%-1.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,938 | $2,369-18.2% | $2,921-33.7% | $2,544-23.8% |
| Participant deferral / active EE | $6,888 | $3,977+73.2% | $4,564+50.9% | $4,237+62.6% |
| Admin fee / account holder | $619 | $707-12.5% | $8,445-92.7% | $593+4.3% |