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.
Annual investment return 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 | $60,135 | $109,881-45.3% | $150,045-59.9% | $84,808-29.1% |
| Participation rate | 81.1% | 76.1%+5.0pp | 82.3%-1.2pp | 68.3%+12.8pp |
| Annual return | 13.38% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,195 | $3,561-38.4% | $4,693-53.2% | $2,631-16.6% |
| Participant deferral / active EE | $9,112 | $6,636+37.3% | $7,997+13.9% | $4,212+116.4% |
| Admin fee / account holder | $11 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |