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.
Employer 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 | $37,927 | $80,753-53.0% | $136,294-72.2% | $62,292-39.1% |
| Participation rate | 51.4% | 73.5%-22.1pp | 81.9%-30.5pp | 69.5%-18.1pp |
| Annual return | 17.51% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $278 | $2,884-90.3% | $4,695-94.1% | $2,042-86.4% |
| Participant deferral / active EE | $2,357 | $5,164-54.4% | $6,247-62.3% | $3,169-25.6% |
| Admin fee / account holder | $5 | $525-99.1% | $9,243-99.9% | $479-99.0% |