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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,326 | $50,643-12.5% | $106,619-58.4% | $55,167-19.7% |
| Participation rate | 57.9% | 65.6%-7.6pp | 78.0%-20.1pp | 69.0%-11.1pp |
| Annual return | 5.47% | 7.02%-1.6pp | 9.42%-4.0pp | 169.23%-163.8pp |
| Employer contribution / active EE | $617 | $1,626-62.0% | $3,947-84.4% | $1,963-68.6% |
| Participant deferral / active EE | $2,326 | $2,208+5.3% | $3,930-40.8% | $3,054-23.8% |
| Admin fee / account holder | $335 | $488-31.4% | $6,418-94.8% | $504-33.6% |