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 4-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 | $12,172 | $65,557-81.4% | $64,056-81.0% | $71,457-83.0% |
| Participation rate | 77.6% | 73.2%+4.4pp | 72.3%+5.3pp | 67.9%+9.7pp |
| Annual return | 48.84% | 18.94%+29.9pp | 33.69%+15.2pp | 28.85%+20.0pp |
| Employer contribution / active EE | $1,821 | $2,669-31.8% | $2,747-33.7% | $2,588-29.6% |
| Participant deferral / active EE | $3,618 | $3,626-0.2% | $3,880-6.8% | $4,289-15.6% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |