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.)
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 | $46,240 | $46,745-1.1% | $60,547-23.6% | $52,331-11.6% |
| Participation rate | 29.2% | 58.6%-29.4pp | 68.0%-38.8pp | 68.1%-38.9pp |
| Annual return | 14.10% | 0.61%+13.5pp | 335.64%-321.5pp | 4.54%+9.6pp |
| Employer contribution / active EE | $380 | $1,259-69.8% | $2,419-84.3% | $1,882-79.8% |
| Participant deferral / active EE | $1,078 | $2,145-49.7% | $3,328-67.6% | $3,022-64.3% |
| Admin fee / account holder | $314 | $537-41.5% | $4,536-93.1% | $592-46.9% |