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 | $29,326 | $56,972-48.5% | $182,532-83.9% | $65,185-55.0% |
| Participation rate | 49.7% | 66.5%-16.8pp | 78.0%-28.2pp | 70.2%-20.5pp |
| Annual return | 302.18% | 27.67%+274.5pp | 148.54%+153.6pp | 29.38%+272.8pp |
| Employer contribution / active EE | $482 | $1,615-70.1% | $4,076-88.2% | $2,177-77.8% |
| Participant deferral / active EE | $2,025 | $3,526-42.6% | $5,524-63.3% | $3,514-42.4% |
| Admin fee / account holder | $125 | $528-76.3% | $8,592-98.5% | $847-85.2% |