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 | $5,727 | $54,350-89.5% | $82,719-93.1% | $68,494-91.6% |
| Participation rate | 81.5% | 63.9%+17.6pp | 72.6%+8.9pp | 67.9%+13.6pp |
| Annual return | -15.81% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,920 | $2,218+31.6% | $3,009-3.0% | $2,596+12.5% |
| Participant deferral / active EE | $5,419 | $3,246+66.9% | $4,395+23.3% | $4,027+34.6% |
| Admin fee / account holder | $25 | $4,395-99.4% | $5,329-99.5% | $5,403-99.5% |