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.)
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 | $53,819 | $45,566+18.1% | $64,105-16.0% | $59,632-9.7% |
| Participation rate | 22.7% | 60.2%-37.4pp | 68.2%-45.4pp | 68.7%-45.9pp |
| Annual return | 1.89% | 4.95%-3.1pp | 791.24%-789.4pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,814 | $2,057-11.8% | $2,822-35.7% | $3,192-43.2% |
| Admin fee / account holder | $418 | $3,268-87.2% | $4,499-90.7% | $4,297-90.3% |