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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,893 | $86,655+73.0% | $119,609+25.3% | $66,914+124.0% |
| Participation rate | 54.4% | 75.6%-21.2pp | 79.3%-24.9pp | 69.8%-15.4pp |
| Annual return | -13.32% | -8.00%-5.3pp | -14.97%+1.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,703 | $2,536-32.8% | $4,232-59.8% | $2,544-33.1% |
| Participant deferral / active EE | $4,139 | $4,358-5.0% | $5,602-26.1% | $4,237-2.3% |
| Admin fee / account holder | $960 | $755+27.1% | $10,323-90.7% | $593+61.8% |