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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,782 | $49,451+37.1% | $79,550-14.8% | $66,914+1.3% |
| Participation rate | 77.3% | 61.3%+16.0pp | 69.5%+7.8pp | 69.8%+7.5pp |
| Annual return | -20.24% | 84.25%-104.5pp | 0.16%-20.4pp | 1.58%-21.8pp |
| Employer contribution / active EE | $866 | $1,266-31.6% | $2,413-64.1% | $2,544-66.0% |
| Participant deferral / active EE | $4,455 | $3,159+41.1% | $3,985+11.8% | $4,237+5.2% |
| Admin fee / account holder | $300 | $595-49.5% | $6,832-95.6% | $593-49.4% |