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.
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 | $56,875 | $85,766-33.7% | $136,294-58.3% | $70,131-18.9% |
| Participation rate | 78.8% | 74.2%+4.7pp | 81.9%-3.1pp | 69.5%+9.3pp |
| Annual return | 10.53% | 31.45%-20.9pp | 5155.94%-5145.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,931 | $2,966-34.9% | $4,695-58.9% | $2,342-17.6% |
| Participant deferral / active EE | $4,031 | $5,051-20.2% | $6,247-35.5% | $3,332+21.0% |
| Admin fee / account holder | $503 | $5,420-90.7% | $9,243-94.6% | $4,645-89.2% |