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 | $137,047 | $65,376+109.6% | $87,100+57.3% | $65,185+110.2% |
| Participation rate | 82.9% | 75.3%+7.6pp | 76.9%+6.1pp | 70.2%+12.7pp |
| Annual return | 23.60% | 31.27%-7.7pp | 28.19%-4.6pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,440 | $1,822-21.0% | $2,521-42.9% | $2,177-33.8% |
| Participant deferral / active EE | $7,384 | $3,388+117.9% | $4,049+82.4% | $3,514+110.2% |
| Admin fee / account holder | $420 | $520-19.2% | $7,497-94.4% | $847-50.4% |