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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,461 | $57,651-28.1% | $112,229-63.1% | $71,457-42.0% |
| Participation rate | 22.3% | 58.9%-36.6pp | 72.4%-50.1pp | 67.9%-45.6pp |
| Annual return | 13.49% | 18.32%-4.8pp | 30.20%-16.7pp | 28.85%-15.4pp |
| Employer contribution / active EE | $616 | $1,913-67.8% | $3,430-82.1% | $2,588-76.2% |
| Participant deferral / active EE | $1,193 | $2,863-58.3% | $4,798-75.1% | $4,289-72.2% |
| Admin fee / account holder | $337 | $1,581-78.7% | $7,748-95.7% | $1,587-78.8% |