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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $25,369 | $43,423-41.6% | $78,689-67.8% | $55,167-54.0% |
| Participation rate | 42.9% | 68.0%-25.2pp | 73.6%-30.7pp | 69.0%-26.1pp |
| Annual return | 2.93% | 11.53%-8.6pp | 62.18%-59.2pp | 169.23%-166.3pp |
| Employer contribution / active EE | $298 | $1,997-85.1% | $2,851-89.5% | $1,963-84.8% |
| Participant deferral / active EE | $832 | $2,509-66.8% | $3,517-76.3% | $3,054-72.8% |
| Admin fee / account holder | $323 | $416-22.3% | $4,510-92.8% | $504-35.9% |