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.
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 | $39,903 | $71,192-44.0% | $117,854-66.1% | $62,292-35.9% |
| Participation rate | 77.0% | 74.2%+2.8pp | 79.7%-2.7pp | 69.5%+7.5pp |
| Annual return | 16.53% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $442 | $1,934-77.1% | $3,786-88.3% | $2,042-78.3% |
| Participant deferral / active EE | $2,621 | $3,189-17.8% | $4,482-41.5% | $3,169-17.3% |
| Admin fee / account holder | $273 | $587-53.5% | $8,020-96.6% | $479-43.0% |