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 | $55,415-65.1% | $155,509-87.6% | $74,495-74.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.02% | 268.50%-257.5pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,113 | $2,267-6.8% | $4,672-54.8% | $2,623-19.5% |
| Participant deferral / active EE | $2,504 | $2,836-11.7% | $5,626-55.5% | $4,346-42.4% |
| Admin fee / account holder | $61 | $1,738-96.5% | $15,912-99.6% | $1,942-96.9% |