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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,846 | $50,815+6.0% | $155,509-65.4% | $77,643-30.6% |
| Participation rate | 40.8% | 63.1%-22.3pp | 78.2%-37.4pp | 70.6%-29.8pp |
| Annual return | 13.32% | 34.80%-21.5pp | 64.67%-51.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $690 | $1,993-65.4% | $4,672-85.2% | $2,726-74.7% |
| Participant deferral / active EE | $1,970 | $2,822-30.2% | $5,626-65.0% | $4,647-57.6% |
| Admin fee / account holder | $347 | $437-20.6% | $15,912-97.8% | $430-19.4% |