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 | $111,886 | $77,813+43.8% | $123,544-9.4% | $64,186+74.3% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.7pp | 69.6%+16.5pp |
| Annual return | -4.49% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,110 | $5,240+35.7% | $6,426+10.6% | $3,470+104.9% |
| Admin fee / account holder | $464 | $5,519-91.6% | $9,284-95.0% | $4,888-90.5% |