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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,317 | $58,264-25.7% | $86,612-50.0% | $71,457-39.4% |
| Participation rate | 59.9% | 65.0%-5.1pp | 71.7%-11.8pp | 67.9%-8.1pp |
| Annual return | 18.91% | 21.63%-2.7pp | 591.07%-572.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,379 | $2,574-46.4% | $3,022-54.4% | $2,588-46.7% |
| Participant deferral / active EE | $3,524 | $3,436+2.6% | $4,438-20.6% | $4,289-17.8% |
| Admin fee / account holder | $22 | $1,057-98.0% | $5,614-99.6% | $1,587-98.6% |