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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,559 | $55,214+40.5% | $104,607-25.9% | $73,488+5.5% |
| Participation rate | 82.4% | 67.8%+14.6pp | 74.1%+8.4pp | 70.7%+11.8pp |
| Annual return | 13.96% | 24.79%-10.8pp | 340.46%-326.5pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,198 | $1,468-18.4% | $2,681-55.3% | $2,270-47.2% |
| Participant deferral / active EE | $4,540 | $2,925+55.2% | $3,740+21.4% | $3,740+21.4% |
| Admin fee / account holder | $413 | $424-2.5% | $6,473-93.6% | $513-19.4% |