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.)
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).
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 | $13,633 | $33,780-59.6% | $74,550-81.7% | $75,289-81.9% |
| Participation rate | 82.3% | 62.7%+19.6pp | 69.1%+13.2pp | 72.4%+9.9pp |
| Annual return | -3.19% | -1.24%-1.9pp | 32.53%-35.7pp | -0.04%-3.1pp |
| Employer contribution / active EE | $0 | $845-100.0% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,486 | $1,890-21.3% | $3,108-52.2% | $3,739-60.2% |
| Admin fee / account holder | $350 | $86+305.2% | $5,060-93.1% | $102+242.0% |