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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,125 | $87,870+107.3% | $113,168+60.9% | $74,304+145.1% |
| Participation rate | 86.8% | 70.7%+16.0pp | 76.6%+10.2pp | 60.3%+26.4pp |
| Annual return | 17.18% | 26.44%-9.3pp | 24.27%-7.1pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,083 | $2,277-8.5% | $2,975-30.0% | $2,241-7.1% |
| Participant deferral / active EE | $5,928 | $4,241+39.8% | $5,107+16.1% | $3,767+57.4% |
| Admin fee / account holder | $382 | $3,368-88.7% | $12,068-96.8% | $2,969-87.1% |