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).
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 | $19,145 | $84,936-77.5% | $111,297-82.8% | $79,386-75.9% |
| Participation rate | 70.6% | 75.9%-5.3pp | 77.3%-6.7pp | 70.7%-0.1pp |
| Annual return | 17.19% | 17.45%-0.3pp | 54.65%-37.5pp | 116.85%-99.7pp |
| Employer contribution / active EE | $412 | $1,979-79.2% | $2,731-84.9% | $2,427-83.0% |
| Participant deferral / active EE | $3,802 | $3,888-2.2% | $4,487-15.3% | $4,046-6.0% |
| Admin fee / account holder | $29 | $537-94.5% | $7,964-99.6% | $626-95.3% |