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 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 | $63,180 | $57,108+10.6% | $94,224-32.9% | $52,331+20.7% |
| Participation rate | 44.4% | 72.9%-28.5pp | 78.8%-34.3pp | 68.1%-23.7pp |
| Annual return | -0.24% | 1.47%-1.7pp | 10.68%-10.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $458 | $1,735-73.6% | $3,587-87.2% | $1,882-75.6% |
| Participant deferral / active EE | $1,689 | $3,040-44.4% | $4,320-60.9% | $3,022-44.1% |
| Admin fee / account holder | $401 | $546-26.6% | $6,269-93.6% | $592-32.2% |