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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,634 | $56,629-37.1% | $77,999-54.3% | $55,167-35.4% |
| Participation rate | 35.9% | 73.3%-37.4pp | 75.5%-39.6pp | 69.0%-33.1pp |
| Annual return | 12.91% | 2866.98%-2854.1pp | 425.96%-413.1pp | 169.23%-156.3pp |
| Employer contribution / active EE | $746 | $1,723-56.7% | $2,470-69.8% | $1,963-62.0% |
| Participant deferral / active EE | $1,144 | $2,777-58.8% | $3,497-67.3% | $3,054-62.6% |
| Admin fee / account holder | $483 | $467+3.5% | $5,480-91.2% | $504-4.2% |