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 9-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).
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 | $59,236 | $42,548+39.2% | $74,550-20.5% | $56,287+5.2% |
| Participation rate | 36.5% | 60.5%-24.0pp | 69.1%-32.7pp | 69.9%-33.4pp |
| Annual return | -7.59% | 12.40%-20.0pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $271 | $855-68.3% | $1,961-86.2% | $2,111-87.2% |
| Participant deferral / active EE | $1,700 | $2,277-25.3% | $3,108-45.3% | $3,350-49.2% |
| Admin fee / account holder | $775 | $467+66.0% | $5,060-84.7% | $521+48.9% |