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 5-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.
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 | $16,683 | $176,056-90.5% | $159,436-89.5% | $167,490-90.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.61% | 331.75%-314.1pp | 263.57%-246.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,151 | $5,297-21.6% | $4,829-14.1% | $4,837-14.2% |
| Participant deferral / active EE | $8,453 | $7,750+9.1% | $7,352+15.0% | $6,341+33.3% |
| Admin fee / account holder | $281 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |