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 | $233,199 | $65,435+256.4% | $86,677+169.0% | $66,914+248.5% |
| Participation rate | 92.5% | 75.5%+17.0pp | 76.6%+15.9pp | 69.8%+22.7pp |
| Annual return | -8.70% | -10.89%+2.2pp | 35.91%-44.6pp | 1.58%-10.3pp |
| Employer contribution / active EE | $208 | $2,153-90.3% | $2,836-92.7% | $2,544-91.8% |
| Participant deferral / active EE | $14,116 | $4,100+244.3% | $4,656+203.2% | $4,237+233.2% |
| Admin fee / account holder | $471 | $642-26.5% | $7,493-93.7% | $593-20.6% |