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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,880 | $60,165-75.3% | $74,183-79.9% | $55,167-73.0% |
| Participation rate | 95.3% | 74.2%+21.2pp | 76.6%+18.7pp | 69.0%+26.3pp |
| Annual return | 9.54% | 10.00%-0.5pp | 17.74%-8.2pp | 169.23%-159.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,081 | $2,973-30.0% | $3,550-41.4% | $3,054-31.9% |
| Admin fee / account holder | $3 | $419-99.3% | $5,586-99.9% | $504-99.4% |