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.)
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 | $44,418 | $53,901-17.6% | $134,143-66.9% | $73,488-39.6% |
| Participation rate | 45.7% | 62.8%-17.1pp | 72.2%-26.5pp | 70.7%-25.0pp |
| Annual return | 11.93% | 15.82%-3.9pp | 36.33%-24.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,661 | $1,458+13.9% | $3,704-55.2% | $2,270-26.8% |
| Participant deferral / active EE | $1,568 | $2,739-42.8% | $3,499-55.2% | $3,740-58.1% |
| Admin fee / account holder | $476 | $581-18.1% | $6,684-92.9% | $513-7.3% |