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 | $28,225 | $50,898-44.5% | $171,082-83.5% | $55,167-48.8% |
| Participation rate | 59.5% | 63.3%-3.8pp | 76.7%-17.2pp | 69.0%-9.5pp |
| Annual return | 5.96% | 15.34%-9.4pp | 32.56%-26.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,204 | $1,433-16.0% | $4,002-69.9% | $1,963-38.6% |
| Participant deferral / active EE | $1,375 | $2,994-54.1% | $4,797-71.3% | $3,054-55.0% |
| Admin fee / account holder | $10 | $500-97.9% | $8,520-99.9% | $504-97.9% |