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.
Participant 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 | $23,071 | $46,966-50.9% | $185,117-87.5% | $69,631-66.9% |
| Participation rate | 19.9% | 65.3%-45.4pp | 77.3%-57.4pp | 70.7%-50.8pp |
| Annual return | 16.17% | 22.36%-6.2pp | 40.50%-24.3pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $386 | $1,360-71.6% | $4,182-90.8% | $2,032-81.0% |
| Participant deferral / active EE | $621 | $3,017-79.4% | $5,045-87.7% | $3,224-80.7% |
| Admin fee / account holder | $17 | $94-82.1% | $8,159-99.8% | $110-84.8% |