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.
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 | $35,727 | $57,976-38.4% | $62,995-43.3% | $62,292-42.6% |
| Participation rate | 45.6% | 75.9%-30.3pp | 74.8%-29.2pp | 69.5%-23.9pp |
| Annual return | 16.66% | 17.54%-0.9pp | 87.57%-70.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $371 | $2,415-84.6% | $2,759-86.6% | $2,042-81.8% |
| Participant deferral / active EE | $1,280 | $2,956-56.7% | $3,329-61.5% | $3,169-59.6% |
| Admin fee / account holder | $17 | $276-93.7% | $3,600-99.5% | $479-96.4% |