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 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 | $40,722 | $47,969-15.1% | $85,969-52.6% | $52,331-22.2% |
| Participation rate | 60.4% | 61.7%-1.3pp | 76.5%-16.1pp | 68.1%-7.7pp |
| Annual return | 0.72% | -0.13%+0.8pp | 9.32%-8.6pp | 4.54%-3.8pp |
| Employer contribution / active EE | $587 | $1,460-59.8% | $3,474-83.1% | $1,882-68.8% |
| Participant deferral / active EE | $2,070 | $2,110-1.9% | $3,829-45.9% | $3,022-31.5% |
| Admin fee / account holder | $319 | $530-39.8% | $6,053-94.7% | $592-46.1% |