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 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 | $170,016 | $65,322+160.3% | $70,449+141.3% | $73,488+131.4% |
| Participation rate | 57.1% | 77.0%-19.8pp | 75.1%-17.9pp | 70.7%-13.5pp |
| Annual return | 5.13% | 15.71%-10.6pp | 109.03%-103.9pp | 28.51%-23.4pp |
| Employer contribution / active EE | $6,219 | $2,460+152.8% | $2,737+127.3% | $2,270+174.0% |
| Participant deferral / active EE | $8,999 | $3,375+166.7% | $3,709+142.7% | $3,740+140.6% |
| Admin fee / account holder | $485 | $214+126.6% | $3,845-87.4% | $513-5.5% |