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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,057 | $32,425-62.8% | $74,583-83.8% | $55,167-78.1% |
| Participation rate | 42.9% | 54.0%-11.1pp | 68.1%-25.2pp | 69.0%-26.1pp |
| Annual return | 11.76% | 10.63%+1.1pp | 20.47%-8.7pp | 169.23%-157.5pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,556 | $1,995+28.1% | $3,458-26.1% | $3,054-16.3% |
| Admin fee / account holder | $4 | $748-99.5% | $4,138-99.9% | $504-99.3% |