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.
Participant 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).
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 | $3,450 | $32,037-89.2% | $69,182-95.0% | $62,891-94.5% |
| Participation rate | 75.7% | 43.4%+32.3pp | 55.1%+20.6pp | 69.3%+6.4pp |
| Annual return | 6.74% | 15.16%-8.4pp | -21.93%+28.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $241 | $679-64.6% | $1,206-80.0% | $2,281-89.4% |
| Participant deferral / active EE | $308 | $1,185-74.0% | $1,897-83.8% | $3,203-90.4% |
| Admin fee / account holder | $1 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |