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 9-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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,102 | $81,248-90.0% | $155,509-94.8% | $80,856-90.0% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 10.95% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,704 | $3,100-45.1% | $4,672-63.5% | $2,755-38.2% |
| Participant deferral / active EE | $4,518 | $3,452+30.9% | $5,626-19.7% | $4,296+5.2% |
| Admin fee / account holder | $46 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |