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 | $51,964 | $73,102-28.9% | $123,544-57.9% | $56,287-7.7% |
| Participation rate | 68.3% | 74.3%-6.0pp | 82.3%-14.0pp | 69.9%-1.6pp |
| Annual return | -6.86% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,182 | $2,977-60.3% | $4,628-74.5% | $2,111-44.0% |
| Participant deferral / active EE | $5,957 | $5,423+9.9% | $6,426-7.3% | $3,350+77.8% |
| Admin fee / account holder | $553 | $554-0.2% | $9,284-94.0% | $521+6.1% |