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 | $66,308 | $48,335+37.2% | $121,098-45.2% | $71,457-7.2% |
| Participation rate | 40.4% | 54.3%-13.9pp | 69.5%-29.1pp | 67.9%-27.6pp |
| Annual return | 12.69% | 23.32%-10.6pp | 985.75%-973.1pp | 28.85%-16.2pp |
| Employer contribution / active EE | $1,386 | $1,489-6.9% | $4,164-66.7% | $2,588-46.5% |
| Participant deferral / active EE | $1,889 | $2,754-31.4% | $4,080-53.7% | $4,289-56.0% |
| Admin fee / account holder | $735 | $1,841-60.1% | $5,644-87.0% | $1,587-53.7% |