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.
Annual investment return 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 | $20,483 | $72,012-71.6% | $185,823-89.0% | $79,858-74.4% |
| Participation rate | 29.3% | 65.8%-36.5pp | 78.0%-48.8pp | 69.6%-40.4pp |
| Annual return | 8.82% | 23.12%-14.3pp | 35.95%-27.1pp | 31.71%-22.9pp |
| Employer contribution / active EE | $590 | $1,965-70.0% | $4,087-85.6% | $2,471-76.1% |
| Participant deferral / active EE | $1,845 | $3,779-51.2% | $5,632-67.2% | $3,740-50.7% |
| Admin fee / account holder | $11 | $4,513-99.8% | $9,500-99.9% | $5,306-99.8% |