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.
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 | $135,814 | $69,159+96.4% | $125,175+8.5% | $67,579+101.0% |
| Participation rate | 55.6% | 78.2%-22.6pp | 79.8%-24.2pp | 71.3%-15.7pp |
| Annual return | 18.30% | 27.12%-8.8pp | 43.79%-25.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $926 | $2,023-54.2% | $3,865-76.0% | $2,148-56.9% |
| Participant deferral / active EE | $2,713 | $3,700-26.7% | $4,937-45.1% | $3,539-23.4% |
| Admin fee / account holder | $574 | $142+305.1% | $9,702-94.1% | $142+303.6% |