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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,518 | $79,124+147.1% | $60,874+221.2% | $64,808+201.7% |
| Participation rate | 58.9% | 77.7%-18.8pp | 73.1%-14.2pp | 71.5%-12.5pp |
| Annual return | -9.46% | -7.13%-2.3pp | 16.90%-26.4pp | 32.82%-42.3pp |
| Employer contribution / active EE | $2,410 | $3,050-21.0% | $2,701-10.8% | $2,506-3.8% |
| Participant deferral / active EE | $3,732 | $3,725+0.2% | $3,817-2.2% | $4,310-13.4% |
| Admin fee / account holder | $605 | $106+472.4% | $3,224-81.2% | $188+222.0% |