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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,680 | $111,608-47.4% | $177,821-67.0% | $73,409-20.1% |
| Participation rate | 73.1% | 87.9%-14.8pp | 87.7%-14.6pp | 72.2%+0.9pp |
| Annual return | 17.61% | 18.23%-0.6pp | 48.32%-30.7pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,131 | $3,796-70.2% | $5,918-80.9% | $2,234-49.4% |
| Participant deferral / active EE | $4,374 | $6,199-29.4% | $7,714-43.3% | $3,805+14.9% |
| Admin fee / account holder | $367 | $166+121.4% | $12,427-97.0% | $158+132.2% |