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.)
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 | $167,460 | $77,899+115.0% | $149,673+11.9% | $75,163+122.8% |
| Participation rate | 91.4% | 65.6%+25.8pp | 78.8%+12.6pp | 67.2%+24.2pp |
| Annual return | 15.09% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $6,612 | $3,137+110.8% | $4,818+37.2% | $2,670+147.7% |
| Participant deferral / active EE | $6,414 | $3,411+88.0% | $5,680+12.9% | $4,125+55.5% |
| Admin fee / account holder | $544 | $5,956-90.9% | $13,210-95.9% | $5,651-90.4% |