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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,238 | $81,460-39.6% | $103,333-52.4% | $80,856-39.1% |
| Participation rate | 95.7% | 66.8%+28.8pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | 13.78% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,541 | $3,105+14.0% | $3,868-8.5% | $2,755+28.5% |
| Participant deferral / active EE | $8,263 | $3,869+113.6% | $5,057+63.4% | $4,296+92.4% |
| Admin fee / account holder | $303 | $6,566-95.4% | $8,355-96.4% | $6,918-95.6% |