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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,372 | $79,694-53.1% | $96,139-61.1% | $79,386-52.9% |
| Participation rate | 40.8% | 54.0%-13.2pp | 68.4%-27.7pp | 70.7%-29.9pp |
| Annual return | 16.77% | 40.84%-24.1pp | 191.94%-175.2pp | 116.85%-100.1pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,402 | $2,539+34.0% | $4,349-21.8% | $4,046-15.9% |
| Admin fee / account holder | $326 | $630-48.2% | $5,537-94.1% | $626-47.9% |