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.
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 | $49,683 | $78,976-37.1% | $100,383-50.5% | $74,546-33.4% |
| Participation rate | 77.7% | 79.5%-1.8pp | 81.5%-3.8pp | 67.2%+10.5pp |
| Annual return | 18.98% | 20.62%-1.6pp | 49.26%-30.3pp | 1366.03%-1347.1pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,399 | $7,758+46.9% | $8,086+41.0% | $4,347+162.2% |
| Admin fee / account holder | $172 | $1,330-87.1% | $7,900-97.8% | $1,944-91.2% |