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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $505,727 | $54,762+823.5% | $90,281+460.2% | $72,985+592.9% |
| Participation rate | 64.5% | 65.1%-0.6pp | 73.3%-8.8pp | 69.5%-5.0pp |
| Annual return | 13.36% | 30.63%-17.3pp | 78.10%-64.7pp | 81.00%-67.6pp |
| Employer contribution / active EE | $2,780 | $2,092+32.8% | $2,854-2.6% | $2,440+13.9% |
| Participant deferral / active EE | $5,344 | $2,887+85.1% | $3,885+37.5% | $3,607+48.1% |
| Admin fee / account holder | $2,759 | $3,972-30.5% | $5,351-48.4% | $5,124-46.2% |