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.
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 | $32,913 | $80,673-59.2% | $101,326-67.5% | $84,808-61.2% |
| Participation rate | 90.8% | 77.8%+13.0pp | 81.5%+9.3pp | 68.3%+22.5pp |
| Annual return | 23.20% | 38.95%-15.8pp | 36.82%-13.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,077 | $6,840+18.1% | $7,994+1.0% | $4,212+91.8% |
| Admin fee / account holder | $42 | $12,784-99.7% | $11,185-99.6% | $7,344-99.4% |