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 | $51,557 | $101,317-49.1% | $146,958-64.9% | $74,495-30.8% |
| Participation rate | 78.9% | 75.5%+3.4pp | 82.2%-3.2pp | 67.2%+11.7pp |
| Annual return | 17.34% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,888 | $3,810-50.4% | $4,933-61.7% | $2,623-28.0% |
| Participant deferral / active EE | $7,367 | $7,303+0.9% | $8,070-8.7% | $4,346+69.5% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |