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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,524 | $62,603+14.3% | $104,294-31.4% | $66,914+6.9% |
| Participation rate | 49.6% | 59.6%-10.0pp | 73.3%-23.7pp | 69.8%-20.2pp |
| Annual return | -19.70% | -14.70%-5.0pp | 24.61%-44.3pp | 1.58%-21.3pp |
| Employer contribution / active EE | $710 | $1,972-64.0% | $3,372-78.9% | $2,544-72.1% |
| Participant deferral / active EE | $3,215 | $2,853+12.7% | $4,625-30.5% | $4,237-24.1% |
| Admin fee / account holder | $503 | $656-23.3% | $7,339-93.1% | $593-15.2% |