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.
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 | $41,463 | $91,407-54.6% | $135,903-69.5% | $71,457-42.0% |
| Participation rate | 77.4% | 75.7%+1.8pp | 81.9%-4.5pp | 67.9%+9.5pp |
| Annual return | 29.74% | 29.90%-0.2pp | 68.23%-38.5pp | 28.85%+0.9pp |
| Employer contribution / active EE | $1,684 | $3,703-54.5% | $4,856-65.3% | $2,588-34.9% |
| Participant deferral / active EE | $6,425 | $7,092-9.4% | $7,758-17.2% | $4,289+49.8% |
| Admin fee / account holder | $6 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |