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 | $60,993 | $60,165+1.4% | $74,183-17.8% | $55,167+10.6% |
| Participation rate | 51.8% | 74.2%-22.4pp | 76.6%-24.8pp | 69.0%-17.2pp |
| Annual return | 6.67% | 10.00%-3.3pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,590 | $2,973-46.5% | $3,550-55.2% | $3,054-47.9% |
| Admin fee / account holder | $309 | $419-26.4% | $5,586-94.5% | $504-38.7% |