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 | $167,631 | $60,795+175.7% | $69,455+141.4% | $65,185+157.2% |
| Participation rate | 58.2% | 74.9%-16.7pp | 74.6%-16.5pp | 70.2%-12.0pp |
| Annual return | 5.68% | 17.46%-11.8pp | 28.97%-23.3pp | 29.38%-23.7pp |
| Employer contribution / active EE | $5,682 | $2,452+131.7% | $2,779+104.5% | $2,177+161.0% |
| Participant deferral / active EE | $8,612 | $3,162+172.4% | $3,535+143.6% | $3,514+145.1% |
| Admin fee / account holder | $490 | $314+56.1% | $3,839-87.2% | $847-42.2% |