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.)
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 | $132,985 | $50,498+163.3% | $75,781+75.5% | $55,191+141.0% |
| Participation rate | 28.9% | 69.4%-40.5pp | 75.8%-46.9pp | 69.2%-40.3pp |
| Annual return | 0.71% | 1.80%-1.1pp | 9.68%-9.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,272 | $2,291-44.5% | $3,323-61.7% | $1,899-33.0% |
| Participant deferral / active EE | $2,011 | $2,589-22.3% | $3,651-44.9% | $3,046-34.0% |
| Admin fee / account holder | $3,963 | $123+3120.5% | $5,299-25.2% | $91+4265.1% |