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 | $41,836 | $81,474-48.7% | $133,956-68.8% | $73,488-43.1% |
| Participation rate | 52.7% | 76.4%-23.7pp | 79.8%-27.2pp | 70.7%-18.0pp |
| Annual return | 41.45% | 19.40%+22.0pp | 45.09%-3.6pp | 28.51%+12.9pp |
| Employer contribution / active EE | $491 | $2,209-77.8% | $3,919-87.5% | $2,270-78.4% |
| Participant deferral / active EE | $3,491 | $3,786-7.8% | $5,048-30.8% | $3,740-6.7% |
| Admin fee / account holder | $120 | $713-83.1% | $8,927-98.7% | $513-76.6% |