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 | $33,913 | $63,299-46.4% | $91,001-62.7% | $62,292-45.6% |
| Participation rate | 37.5% | 73.3%-35.8pp | 75.6%-38.1pp | 69.5%-32.0pp |
| Annual return | 13.70% | 20.99%-7.3pp | 4.60%+9.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $758 | $1,807-58.0% | $2,456-69.1% | $2,042-62.9% |
| Participant deferral / active EE | $1,182 | $2,943-59.8% | $3,547-66.7% | $3,169-62.7% |
| Admin fee / account holder | $600 | $468+28.4% | $5,417-88.9% | $479+25.3% |