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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,310 | $65,061-87.2% | $143,757-94.2% | $66,914-87.6% |
| Participation rate | 96.0% | 65.2%+30.8pp | 80.3%+15.7pp | 69.8%+26.2pp |
| Annual return | -19.81% | -11.14%-8.7pp | -0.04%-19.8pp | 1.58%-21.4pp |
| Employer contribution / active EE | $1,336 | $2,361-43.4% | $4,951-73.0% | $2,544-47.5% |
| Participant deferral / active EE | $1,562 | $2,919-46.5% | $5,637-72.3% | $4,237-63.1% |
| Admin fee / account holder | $107 | $502-78.7% | $14,673-99.3% | $593-81.9% |