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 7-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.
Participant 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.)
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 | $17,110 | $38,365-55.4% | $84,611-79.8% | $65,185-73.8% |
| Participation rate | 14.1% | 55.7%-41.6pp | 68.2%-54.2pp | 70.2%-56.1pp |
| Annual return | 23.34% | 32.00%-8.7pp | 258.74%-235.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $406 | $1,258-67.7% | $2,652-84.7% | $2,177-81.4% |
| Participant deferral / active EE | $740 | $2,278-67.5% | $3,899-81.0% | $3,514-78.9% |
| Admin fee / account holder | $310 | $451-31.3% | $4,912-93.7% | $847-63.4% |