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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $24,090 | $76,552-68.5% | $123,892-80.6% | $62,891-61.7% |
| Participation rate | 70.6% | 73.0%-2.4pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 5.80% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,416 | $4,840-50.1% | $5,984-59.6% | $3,203-24.6% |
| Admin fee / account holder | $10 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |