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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,881 | $46,732-59.6% | $156,549-87.9% | $55,167-65.8% |
| Participation rate | 67.0% | 65.8%+1.2pp | 84.0%-17.0pp | 69.0%-2.0pp |
| Annual return | 6.64% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $525 | $2,105-75.1% | $5,501-90.5% | $1,963-73.2% |
| Participant deferral / active EE | $2,458 | $2,204+11.5% | $4,871-49.5% | $3,054-19.5% |
| Admin fee / account holder | $14 | $418-96.7% | $13,027-99.9% | $504-97.3% |