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 | $38,314 | $50,643-24.3% | $106,619-64.1% | $55,167-30.5% |
| Participation rate | 42.3% | 65.6%-23.3pp | 78.0%-35.7pp | 69.0%-26.7pp |
| Annual return | 4.68% | 7.02%-2.3pp | 9.42%-4.7pp | 169.23%-164.5pp |
| Employer contribution / active EE | $715 | $1,626-56.0% | $3,947-81.9% | $1,963-63.6% |
| Participant deferral / active EE | $1,871 | $2,208-15.3% | $3,930-52.4% | $3,054-38.8% |
| Admin fee / account holder | $415 | $488-15.0% | $6,418-93.5% | $504-17.7% |