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.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,660 | $46,674+15.0% | $117,472-54.3% | $68,494-21.7% |
| Participation rate | 47.4% | 56.8%-9.4pp | 70.6%-23.2pp | 67.9%-20.5pp |
| Annual return | -20.41% | -14.52%-5.9pp | 29.74%-50.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,548 | $1,505+2.9% | $4,176-62.9% | $2,596-40.4% |
| Participant deferral / active EE | $2,558 | $2,636-3.0% | $4,070-37.1% | $4,027-36.5% |
| Admin fee / account holder | $746 | $4,020-81.4% | $5,645-86.8% | $5,403-86.2% |