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 | $62,194 | $58,694+6.0% | $142,863-56.5% | $85,850-27.6% |
| Participation rate | 51.0% | 58.5%-7.5pp | 71.9%-20.9pp | 69.3%-18.3pp |
| Annual return | 22.70% | 27.72%-5.0pp | 5637.54%-5614.8pp | 318.53%-295.8pp |
| Employer contribution / active EE | $1,517 | $1,423+6.7% | $4,144-63.4% | $2,565-40.8% |
| Participant deferral / active EE | $2,022 | $2,607-22.4% | $3,837-47.3% | $3,952-48.8% |
| Admin fee / account holder | $669 | $4,239-84.2% | $6,560-89.8% | $6,260-89.3% |