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.)
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 | $109,407 | $89,355+22.4% | $141,162-22.5% | $72,985+49.9% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 19.39% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,330 | $3,114-57.3% | $4,735-71.9% | $2,440-45.5% |
| Participant deferral / active EE | $7,885 | $5,418+45.5% | $6,709+17.5% | $3,607+118.6% |
| Admin fee / account holder | $425 | $5,958-92.9% | $10,261-95.9% | $5,124-91.7% |