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.
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 | $2,799 | $30,588-90.8% | $53,898-94.8% | $85,563-96.7% |
| Participation rate | 76.6% | 26.3%+50.2pp | 55.0%+21.6pp | 66.0%+10.6pp |
| Annual return | 17.48% | 50.42%-32.9pp | 528.60%-511.1pp | 31.51%-14.0pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $805 | $848-5.1% | $1,826-55.9% | $4,375-81.6% |
| Admin fee / account holder | $1 | $1,879-99.9% | $2,491-100.0% | $834-99.9% |