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 | $25,799 | $66,813-61.4% | $100,516-74.3% | $73,488-64.9% |
| Participation rate | 81.7% | 77.5%+4.2pp | 79.4%+2.3pp | 70.7%+11.0pp |
| Annual return | 50.01% | 25.70%+24.3pp | 30.89%+19.1pp | 28.51%+21.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,769 | $5,883+49.1% | $6,270+39.9% | $3,740+134.5% |
| Admin fee / account holder | $20 | $512-96.0% | $8,081-99.7% | $513-96.0% |