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 | $72,061 | $79,171-9.0% | $102,423-29.6% | $74,495-3.3% |
| Participation rate | 33.8% | 74.8%-41.0pp | 76.5%-42.7pp | 67.2%-33.4pp |
| Annual return | 16.35% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,277 | $4,415-48.4% | $5,053-54.9% | $4,346-47.6% |
| Admin fee / account holder | $340 | $2,001-83.0% | $9,451-96.4% | $1,942-82.5% |