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 7-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,990 | $27,827+370.7% | $65,255+100.7% | $71,457+83.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 65.0%+35.0pp | 67.9%+32.1pp |
| Annual return | -66.37% | 41.58%-107.9pp | 47.35%-113.7pp | 28.85%-95.2pp |
| Employer contribution / active EE | $83,767 | $1,405+5861.9% | $1,691+4852.9% | $2,588+3137.2% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,831-100.0% | $4,289-100.0% |
| Admin fee / account holder | $129,332 | $3,850+3259.6% | $4,112+3045.3% | $1,587+8047.9% |