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 | $61,104 | $58,879+3.8% | $178,490-65.8% | $73,488-16.9% |
| Participation rate | 31.6% | 66.2%-34.6pp | 81.9%-50.3pp | 70.7%-39.1pp |
| Annual return | 20.38% | 24.86%-4.5pp | 151.07%-130.7pp | 28.51%-8.1pp |
| Employer contribution / active EE | $513 | $2,236-77.1% | $5,011-89.8% | $2,270-77.4% |
| Participant deferral / active EE | $1,370 | $2,567-46.7% | $5,202-73.7% | $3,740-63.4% |
| Admin fee / account holder | $12 | $400-96.9% | $13,984-99.9% | $513-97.6% |