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 | $49,199 | $63,114-22.0% | $92,893-47.0% | $65,185-24.5% |
| Participation rate | 59.3% | 68.8%-9.4pp | 76.0%-16.7pp | 70.2%-10.9pp |
| Annual return | 19.49% | 28.75%-9.3pp | 109.41%-89.9pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,037 | $2,571-59.7% | $3,653-71.6% | $2,177-52.4% |
| Participant deferral / active EE | $1,831 | $3,108-41.1% | $4,236-56.8% | $3,514-47.9% |
| Admin fee / account holder | $333 | $624-46.6% | $5,794-94.3% | $847-60.7% |