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 | $41,521 | $45,283-8.3% | $155,790-73.3% | $52,331-20.7% |
| Participation rate | 34.8% | 62.2%-27.4pp | 76.1%-41.3pp | 68.1%-33.3pp |
| Annual return | -0.69% | 1.80%-2.5pp | 71.54%-72.2pp | 4.54%-5.2pp |
| Employer contribution / active EE | $289 | $1,329-78.2% | $3,836-92.5% | $1,882-84.6% |
| Participant deferral / active EE | $1,931 | $2,854-32.3% | $4,797-59.7% | $3,022-36.1% |
| Admin fee / account holder | $269 | $981-72.6% | $7,478-96.4% | $592-54.5% |