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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,332 | $55,472-65.2% | $155,567-87.6% | $74,546-74.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.02% | 268.72%-257.7pp | 64.74%-53.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $2,113 | $2,269-6.9% | $4,674-54.8% | $2,624-19.5% |
| Participant deferral / active EE | $2,504 | $2,838-11.8% | $5,628-55.5% | $4,347-42.4% |
| Admin fee / account holder | $61 | $1,743-96.5% | $15,916-99.6% | $1,944-96.9% |