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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $6,983 | $50,637-86.2% | $86,590-91.9% | $62,292-88.8% |
| Participation rate | 89.6% | 67.9%+21.7pp | 73.5%+16.0pp | 69.5%+20.0pp |
| Annual return | 11.33% | 20.80%-9.5pp | 964.84%-953.5pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,363 | $2,075-34.3% | $2,839-52.0% | $2,042-33.3% |
| Participant deferral / active EE | $1,459 | $2,611-44.1% | $3,609-59.6% | $3,169-54.0% |
| Admin fee / account holder | $52 | $413-87.4% | $4,906-98.9% | $479-89.1% |