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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,770 | $52,467-85.2% | $57,179-86.4% | $55,167-85.9% |
| Participation rate | 79.1% | 75.8%+3.2pp | 75.3%+3.7pp | 69.0%+10.1pp |
| Annual return | 4.61% | 7.72%-3.1pp | 14.59%-10.0pp | 169.23%-164.6pp |
| Employer contribution / active EE | $433 | $2,477-82.5% | $2,682-83.9% | $1,963-78.0% |
| Participant deferral / active EE | $559 | $2,830-80.2% | $3,096-81.9% | $3,054-81.7% |
| Admin fee / account holder | $4 | $269-98.5% | $3,139-99.9% | $504-99.2% |