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 | $35,725 | $58,879-39.3% | $178,490-80.0% | $73,488-51.4% |
| Participation rate | 48.5% | 66.2%-17.7pp | 81.9%-33.4pp | 70.7%-22.2pp |
| Annual return | 12.85% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $557 | $2,236-75.1% | $5,011-88.9% | $2,270-75.5% |
| Participant deferral / active EE | $1,417 | $2,567-44.8% | $5,202-72.7% | $3,740-62.1% |
| Admin fee / account holder | $12 | $400-97.0% | $13,984-99.9% | $513-97.6% |