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 | $66,537 | $52,639+26.4% | $185,117-64.1% | $62,292+6.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 18.03% | 19.57%-1.5pp | 40.50%-22.5pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,784 | $1,483+87.7% | $4,182-33.4% | $2,042+36.3% |
| Participant deferral / active EE | $6,419 | $3,097+107.2% | $5,045+27.2% | $3,169+102.5% |
| Admin fee / account holder | $349 | $374-6.7% | $8,159-95.7% | $479-27.3% |