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.
Employer contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,128 | $99,957-81.9% | $149,696-87.9% | $73,488-75.3% |
| Participation rate | 92.0% | 75.7%+16.3pp | 82.5%+9.5pp | 70.7%+21.3pp |
| Annual return | 32.08% | 53.87%-21.8pp | 276.60%-244.5pp | 28.51%+3.6pp |
| Employer contribution / active EE | $4 | $3,191-99.9% | $4,644-99.9% | $2,270-99.8% |
| Participant deferral / active EE | $10,079 | $6,073+66.0% | $6,842+47.3% | $3,740+169.5% |
| Admin fee / account holder | $14 | $551-97.5% | $9,309-99.9% | $513-97.3% |