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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,090 | $48,076+12.5% | $78,689-31.3% | $62,891-14.0% |
| Participation rate | 75.3% | 65.2%+10.1pp | 73.6%+1.7pp | 69.3%+6.0pp |
| Annual return | 5.70% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $490 | $2,015-75.7% | $2,851-82.8% | $2,281-78.5% |
| Participant deferral / active EE | $1,508 | $2,588-41.7% | $3,517-57.1% | $3,203-52.9% |
| Admin fee / account holder | $305 | $3,207-90.5% | $4,510-93.2% | $4,296-92.9% |