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 8-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 | $174,374 | $99,957+74.4% | $149,696+16.5% | $73,488+137.3% |
| Participation rate | 94.4% | 75.7%+18.7pp | 82.5%+11.9pp | 70.7%+23.7pp |
| Annual return | 14.37% | 53.87%-39.5pp | 276.60%-262.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $3,621 | $3,191+13.5% | $4,644-22.0% | $2,270+59.5% |
| Participant deferral / active EE | $11,165 | $6,073+83.9% | $6,842+63.2% | $3,740+198.6% |
| Admin fee / account holder | $366 | $551-33.6% | $9,309-96.1% | $513-28.7% |