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 | $110,103 | $66,124+66.5% | $90,404+21.8% | $73,488+49.8% |
| Participation rate | 30.9% | 69.7%-38.8pp | 72.7%-41.8pp | 70.7%-39.8pp |
| Annual return | 13.15% | 17.65%-4.5pp | 1293.02%-1279.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,478 | $2,346-37.0% | $3,262-54.7% | $2,270-34.9% |
| Participant deferral / active EE | $2,826 | $3,039-7.0% | $3,963-28.7% | $3,740-24.4% |
| Admin fee / account holder | $710 | $396+79.3% | $5,611-87.3% | $513+38.4% |