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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,345 | $51,466-31.3% | $78,778-55.1% | $62,292-43.3% |
| Participation rate | 39.7% | 59.8%-20.1pp | 69.2%-29.5pp | 69.5%-29.8pp |
| Annual return | 16.82% | 19.96%-3.1pp | 35.62%-18.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $247 | $827-70.1% | $1,986-87.6% | $2,042-87.9% |
| Participant deferral / active EE | $1,712 | $2,147-20.3% | $2,958-42.1% | $3,169-46.0% |
| Admin fee / account holder | $3 | $489-99.3% | $5,134-99.9% | $479-99.3% |