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 | $31,700 | $52,953-40.1% | $172,739-81.6% | $65,185-51.4% |
| Participation rate | 47.6% | 66.2%-18.6pp | 82.6%-35.1pp | 70.2%-22.6pp |
| Annual return | 17.74% | 30.12%-12.4pp | 802.84%-785.1pp | 29.38%-11.6pp |
| Employer contribution / active EE | $661 | $2,190-69.8% | $5,143-87.1% | $2,177-69.6% |
| Participant deferral / active EE | $1,347 | $2,471-45.5% | $5,198-74.1% | $3,514-61.7% |
| Admin fee / account holder | $19 | $472-96.0% | $13,954-99.9% | $847-97.8% |