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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,105 | $52,953-65.8% | $172,739-89.5% | $65,185-72.2% |
| Participation rate | 23.3% | 66.2%-42.9pp | 82.6%-59.3pp | 70.2%-46.9pp |
| Annual return | 30.81% | 30.12%+0.7pp | 802.84%-772.0pp | 29.38%+1.4pp |
| Employer contribution / active EE | $219 | $2,190-90.0% | $5,143-95.7% | $2,177-89.9% |
| Participant deferral / active EE | $836 | $2,471-66.2% | $5,198-83.9% | $3,514-76.2% |
| Admin fee / account holder | $123 | $472-74.0% | $13,954-99.1% | $847-85.5% |