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.
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 | $34,217 | $52,884-35.3% | $84,750-59.6% | $55,167-38.0% |
| Participation rate | 91.4% | 67.5%+23.9pp | 76.6%+14.8pp | 69.0%+22.4pp |
| Annual return | 4.47% | 18.03%-13.6pp | 22.78%-18.3pp | 169.23%-164.8pp |
| Employer contribution / active EE | $1,155 | $2,233-48.3% | $3,574-67.7% | $1,963-41.2% |
| Participant deferral / active EE | $2,550 | $2,644-3.5% | $3,712-31.3% | $3,054-16.5% |
| Admin fee / account holder | $28 | $581-95.1% | $5,332-99.5% | $504-94.4% |