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 5-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.
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,401 | $49,451+396.3% | $79,550+208.5% | $66,914+266.7% |
| Participation rate | 0.0% | 61.3%-61.3pp | 69.5%-69.5pp | 69.8%-69.8pp |
| Annual return | -15.89% | 84.25%-100.1pp | 0.16%-16.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $670 | $1,266-47.0% | $2,413-72.2% | $2,544-73.7% |
| Participant deferral / active EE | $261 | $3,159-91.7% | $3,985-93.5% | $4,237-93.8% |
| Admin fee / account holder | $1,587 | $595+166.9% | $6,832-76.8% | $593+167.5% |