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.
Participant 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 | $66,140 | $54,573+21.2% | $90,951-27.3% | $73,488-10.0% |
| Participation rate | 17.8% | 61.2%-43.4pp | 69.0%-51.2pp | 70.7%-52.9pp |
| Annual return | 19.15% | 16.69%+2.5pp | 134.60%-115.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $321 | $991-67.7% | $2,122-84.9% | $2,270-85.9% |
| Participant deferral / active EE | $652 | $2,517-74.1% | $3,373-80.7% | $3,740-82.6% |
| Admin fee / account holder | $49 | $521-90.6% | $5,959-99.2% | $513-90.4% |