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 6-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).
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 | $22,976 | $69,477-66.9% | $94,646-75.7% | $71,457-67.8% |
| Participation rate | 90.5% | 78.4%+12.0pp | 80.8%+9.6pp | 67.9%+22.5pp |
| Annual return | 37.99% | 29.66%+8.3pp | 156.71%-118.7pp | 28.85%+9.1pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,678 | $7,345+18.2% | $7,418+17.0% | $4,289+102.3% |
| Admin fee / account holder | $21 | $1,210-98.3% | $7,231-99.7% | $1,587-98.7% |