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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,838 | $53,596-81.6% | $90,645-89.1% | $64,186-84.7% |
| Participation rate | 87.9% | 64.5%+23.4pp | 74.0%+13.9pp | 69.6%+18.3pp |
| Annual return | -11.77% | 4.41%-16.2pp | 1.88%-13.7pp | 7.63%-19.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,553 | $2,459+85.2% | $3,425+32.9% | $3,470+31.2% |
| Admin fee / account holder | $550 | $3,868-85.8% | $4,994-89.0% | $4,888-88.8% |