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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,085 | $76,670+11.0% | $96,683-12.0% | $71,457+19.1% |
| Participation rate | 99.0% | 66.6%+32.4pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | -7.06% | 48.29%-55.3pp | 35.69%-42.8pp | 28.85%-35.9pp |
| Employer contribution / active EE | $7,722 | $3,031+154.7% | $3,737+106.7% | $2,588+198.4% |
| Participant deferral / active EE | $6,234 | $3,771+65.3% | $4,878+27.8% | $4,289+45.3% |
| Admin fee / account holder | $395 | $2,028-80.5% | $6,730-94.1% | $1,587-75.1% |