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 | $141,747 | $88,083+60.9% | $164,813-14.0% | $74,495+90.3% |
| Participation rate | 56.7% | 73.0%-16.3pp | 78.6%-21.9pp | 67.2%-10.5pp |
| Annual return | 11.00% | 17.26%-6.3pp | 69.93%-58.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,802 | $2,593-30.5% | $4,341-58.5% | $2,623-31.3% |
| Participant deferral / active EE | $4,609 | $4,498+2.5% | $6,031-23.6% | $4,346+6.1% |
| Admin fee / account holder | $798 | $2,234-64.3% | $12,690-93.7% | $1,942-58.9% |