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 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 | $38,304 | $47,969-20.1% | $85,969-55.4% | $52,331-26.8% |
| Participation rate | 38.4% | 61.7%-23.3pp | 76.5%-38.1pp | 68.1%-29.7pp |
| Annual return | -3.67% | -0.13%-3.5pp | 9.32%-13.0pp | 4.54%-8.2pp |
| Employer contribution / active EE | $600 | $1,460-58.9% | $3,474-82.7% | $1,882-68.1% |
| Participant deferral / active EE | $1,574 | $2,110-25.4% | $3,829-58.9% | $3,022-47.9% |
| Admin fee / account holder | $416 | $530-21.6% | $6,053-93.1% | $592-29.8% |