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 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 | $41,022 | $56,152-26.9% | $185,823-77.9% | $73,409-44.1% |
| Participation rate | 38.6% | 67.6%-28.9pp | 78.0%-39.4pp | 72.2%-33.5pp |
| Annual return | 16.39% | 17.59%-1.2pp | 35.95%-19.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $651 | $1,532-57.5% | $4,087-84.1% | $2,234-70.9% |
| Participant deferral / active EE | $1,393 | $3,659-61.9% | $5,632-75.3% | $3,805-63.4% |
| Admin fee / account holder | $607 | $132+359.6% | $9,500-93.6% | $158+284.3% |