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.
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 | $32,189 | $53,018-39.3% | $70,014-54.0% | $62,891-48.8% |
| Participation rate | 70.0% | 67.2%+2.8pp | 71.8%-1.8pp | 69.3%+0.7pp |
| Annual return | 6.75% | 13.35%-6.6pp | 12.99%-6.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $270 | $1,799-85.0% | $2,338-88.5% | $2,281-88.2% |
| Participant deferral / active EE | $3,304 | $2,395+37.9% | $2,931+12.7% | $3,203+3.1% |
| Admin fee / account holder | $22 | $3,690-99.4% | $4,380-99.5% | $4,296-99.5% |