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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,447 | $71,192-67.1% | $117,854-80.1% | $62,292-62.4% |
| Participation rate | 81.5% | 74.2%+7.3pp | 79.7%+1.8pp | 69.5%+12.0pp |
| Annual return | 22.13% | 18.66%+3.5pp | 335.08%-312.9pp | 28.90%-6.8pp |
| Employer contribution / active EE | $339 | $1,934-82.5% | $3,786-91.1% | $2,042-83.4% |
| Participant deferral / active EE | $2,347 | $3,189-26.4% | $4,482-47.6% | $3,169-25.9% |
| Admin fee / account holder | $3 | $587-99.6% | $8,020-100.0% | $479-99.5% |