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 | $102,686 | $59,328+73.1% | $118,925-13.7% | $73,488+39.7% |
| Participation rate | 49.4% | 62.3%-12.9pp | 75.4%-26.0pp | 70.7%-21.3pp |
| Annual return | 20.06% | 19.13%+0.9pp | 35.88%-15.8pp | 28.51%-8.5pp |
| Employer contribution / active EE | $1,808 | $1,803+0.3% | $3,263-44.6% | $2,270-20.3% |
| Participant deferral / active EE | $2,585 | $2,604-0.7% | $4,265-39.4% | $3,740-30.9% |
| Admin fee / account holder | $317 | $600-47.2% | $6,581-95.2% | $513-38.3% |