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.)
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 | $72,621 | $73,867-1.7% | $143,757-49.5% | $68,494+6.0% |
| Participation rate | 91.7% | 66.7%+25.0pp | 80.3%+11.4pp | 67.9%+23.8pp |
| Annual return | -13.28% | 1.01%-14.3pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,952 | $3,184-38.7% | $4,951-60.6% | $2,596-24.8% |
| Participant deferral / active EE | $3,398 | $3,384+0.4% | $5,637-39.7% | $4,027-15.6% |
| Admin fee / account holder | $461 | $5,755-92.0% | $14,673-96.9% | $5,403-91.5% |