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.)
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 | $137,090 | $72,012+90.4% | $185,823-26.2% | $79,858+71.7% |
| Participation rate | 67.6% | 65.8%+1.8pp | 78.0%-10.5pp | 69.6%-2.1pp |
| Annual return | 19.90% | 23.12%-3.2pp | 35.95%-16.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $4,289 | $1,965+118.3% | $4,087+4.9% | $2,471+73.6% |
| Participant deferral / active EE | $6,151 | $3,779+62.8% | $5,632+9.2% | $3,740+64.5% |
| Admin fee / account holder | $350 | $4,513-92.2% | $9,500-96.3% | $5,306-93.4% |