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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,189 | $65,435-40.1% | $86,677-54.8% | $66,914-41.4% |
| Participation rate | 54.6% | 75.5%-20.8pp | 76.6%-22.0pp | 69.8%-15.2pp |
| Annual return | 34.68% | -10.89%+45.6pp | 35.91%-1.2pp | 1.58%+33.1pp |
| Employer contribution / active EE | $1,470 | $2,153-31.7% | $2,836-48.2% | $2,544-42.2% |
| Participant deferral / active EE | $2,421 | $4,100-41.0% | $4,656-48.0% | $4,237-42.9% |
| Admin fee / account holder | $46 | $642-92.8% | $7,493-99.4% | $593-92.2% |