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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,518 | $64,119-7.2% | $112,228-47.0% | $66,914-11.1% |
| Participation rate | 54.2% | 68.5%-14.3pp | 75.1%-20.9pp | 69.8%-15.6pp |
| Annual return | -19.52% | -13.81%-5.7pp | 27.45%-47.0pp | 1.58%-21.1pp |
| Employer contribution / active EE | $1,294 | $3,005-57.0% | $3,635-64.4% | $2,544-49.2% |
| Participant deferral / active EE | $1,934 | $3,693-47.6% | $4,728-59.1% | $4,237-54.4% |
| Admin fee / account holder | $433 | $625-30.7% | $6,410-93.2% | $593-27.0% |