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 9-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.
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 | $51,561 | $69,477-25.8% | $94,646-45.5% | $71,457-27.8% |
| Participation rate | 95.7% | 78.4%+17.3pp | 80.8%+14.9pp | 67.9%+27.8pp |
| Annual return | -14.45% | 29.66%-44.1pp | 156.71%-171.2pp | 28.85%-43.3pp |
| Employer contribution / active EE | $15,151 | $2,853+431.0% | $3,672+312.6% | $2,588+485.5% |
| Participant deferral / active EE | $0 | $7,345-100.0% | $7,418-100.0% | $4,289-100.0% |
| Admin fee / account holder | $765 | $1,210-36.8% | $7,231-89.4% | $1,587-51.8% |