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.
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 | $17,398 | $70,669-75.4% | $169,368-89.7% | $75,163-76.9% |
| Participation rate | 84.9% | 64.8%+20.1pp | 77.1%+7.8pp | 67.2%+17.7pp |
| Annual return | 16.83% | 36.36%-19.5pp | 405.60%-388.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $989 | $2,211-55.3% | $4,013-75.4% | $2,670-63.0% |
| Participant deferral / active EE | $3,333 | $4,311-22.7% | $6,221-46.4% | $4,125-19.2% |
| Admin fee / account holder | $1 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |