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.
Annual investment return 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 | $13,099 | $46,360-71.7% | $147,614-91.1% | $52,331-75.0% |
| Participation rate | 41.0% | 64.9%-23.9pp | 84.6%-43.6pp | 68.1%-27.1pp |
| Annual return | -2.54% | 1.62%-4.2pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $439 | $2,126-79.3% | $5,564-92.1% | $1,882-76.7% |
| Participant deferral / active EE | $1,334 | $2,258-40.9% | $4,895-72.7% | $3,022-55.9% |
| Admin fee / account holder | $4 | $766-99.5% | $11,611-100.0% | $592-99.4% |