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 | $16,702 | $31,388-46.8% | $73,545-77.3% | $62,292-73.2% |
| Participation rate | 27.5% | 39.9%-12.4pp | 54.9%-27.4pp | 69.5%-42.0pp |
| Annual return | 11.10% | 25.34%-14.2pp | -15.16%+26.3pp | 28.90%-17.8pp |
| Employer contribution / active EE | $420 | $498-15.7% | $1,219-65.5% | $2,042-79.4% |
| Participant deferral / active EE | $548 | $1,028-46.7% | $1,806-69.6% | $3,169-82.7% |
| Admin fee / account holder | $53 | $299-82.2% | $2,320-97.7% | $479-88.9% |