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 | $18,943 | $50,385-62.4% | $75,670-75.0% | $62,292-69.6% |
| Participation rate | 69.7% | 67.7%+2.0pp | 72.3%-2.6pp | 69.5%+0.2pp |
| Annual return | 13.60% | 19.90%-6.3pp | 27.34%-13.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $967 | $1,537-37.1% | $2,352-58.9% | $2,042-52.6% |
| Participant deferral / active EE | $2,208 | $2,445-9.7% | $3,142-29.7% | $3,169-30.3% |
| Admin fee / account holder | $28 | $384-92.8% | $5,800-99.5% | $479-94.2% |