Filed June 17, 2025
Total covered: 2 employees
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,126 | $58,083-84.3% | $80,019-88.6% | $56,287-83.8% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.8%+23.6pp | 69.9%+29.6pp |
| Annual return | 0.12% | 34.61%-34.5pp | 11.22%-11.1pp | -9.96%+10.1pp |
| Employer contribution / active EE | $2,047 | $1,932+5.9% | $2,468-17.1% | $2,111-3.0% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |