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 | $90,925 | $59,417+53.0% | $93,606-2.9% | $74,495+22.1% |
| Participation rate | 77.5% | 59.7%+17.9pp | 68.7%+8.8pp | 67.2%+10.3pp |
| Annual return | 15.11% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $927 | $1,264-26.6% | $2,420-61.7% | $2,623-64.7% |
| Participant deferral / active EE | $4,809 | $3,050+57.7% | $4,411+9.0% | $4,346+10.7% |
| Admin fee / account holder | $353 | $3,021-88.3% | $8,285-95.7% | $1,942-81.8% |