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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,655 | $77,899-51.7% | $149,673-74.8% | $75,163-49.9% |
| Participation rate | 69.7% | 65.6%+4.1pp | 78.8%-9.1pp | 67.2%+2.5pp |
| Annual return | 11.15% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,989 | $3,137-36.6% | $4,818-58.7% | $2,670-25.5% |
| Participant deferral / active EE | $4,541 | $3,411+33.1% | $5,680-20.1% | $4,125+10.1% |
| Admin fee / account holder | $385 | $5,956-93.5% | $13,210-97.1% | $5,651-93.2% |