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.
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 | $49,161 | $50,637-2.9% | $86,590-43.2% | $62,292-21.1% |
| Participation rate | 57.5% | 67.9%-10.4pp | 73.5%-16.1pp | 69.5%-12.0pp |
| Annual return | 18.54% | 20.80%-2.3pp | 964.84%-946.3pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,822 | $2,075-12.2% | $2,839-35.8% | $2,042-10.8% |
| Participant deferral / active EE | $3,627 | $2,611+38.9% | $3,609+0.5% | $3,169+14.5% |
| Admin fee / account holder | $99 | $413-76.2% | $4,906-98.0% | $479-79.4% |