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.
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 | $13,153 | $55,415-76.3% | $155,509-91.5% | $74,495-82.3% |
| Participation rate | 86.6% | 61.9%+24.7pp | 78.2%+8.4pp | 67.2%+19.4pp |
| Annual return | 12.45% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,158 | $2,267-4.8% | $4,672-53.8% | $2,623-17.7% |
| Participant deferral / active EE | $2,128 | $2,836-25.0% | $5,626-62.2% | $4,346-51.0% |
| Admin fee / account holder | $41 | $1,738-97.7% | $15,912-99.7% | $1,942-97.9% |