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.
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 | $38,019 | $49,451-23.1% | $79,550-52.2% | $66,914-43.2% |
| Participation rate | 83.3% | 61.3%+22.0pp | 69.5%+13.8pp | 69.8%+13.5pp |
| Annual return | -17.04% | 84.25%-101.3pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,729 | $1,266+36.7% | $2,413-28.3% | $2,544-32.0% |
| Participant deferral / active EE | $3,437 | $3,159+8.8% | $3,985-13.8% | $4,237-18.9% |
| Admin fee / account holder | $240 | $595-59.6% | $6,832-96.5% | $593-59.5% |