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.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,828 | $45,825-61.1% | $90,645-80.3% | $56,287-68.3% |
| Participation rate | 71.2% | 66.7%+4.5pp | 74.0%-2.9pp | 69.9%+1.3pp |
| Annual return | -5.31% | 38.64%-44.0pp | 1.88%-7.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $157 | $1,372-88.5% | $2,532-93.8% | $2,111-92.5% |
| Participant deferral / active EE | $1,195 | $2,562-53.4% | $3,425-65.1% | $3,350-64.3% |
| Admin fee / account holder | $19 | $413-95.5% | $4,994-99.6% | $521-96.4% |