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 | $68,611 | $65,557+4.7% | $105,738-35.1% | $56,287+21.9% |
| Participation rate | 85.6% | 63.4%+22.2pp | 76.3%+9.3pp | 69.9%+15.7pp |
| Annual return | 8.35% | -1.32%+9.7pp | 6.27%+2.1pp | -9.96%+18.3pp |
| Employer contribution / active EE | $3,019 | $1,788+68.8% | $3,268-7.6% | $2,111+43.0% |
| Participant deferral / active EE | $4,305 | $2,418+78.1% | $4,080+5.5% | $3,350+28.5% |
| Admin fee / account holder | $415 | $561-26.1% | $6,913-94.0% | $521-20.3% |