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 7-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 | $17,890 | $84,487-78.8% | $125,339-85.7% | $66,914-73.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 82.4%-7.4pp | 69.8%+5.2pp |
| Annual return | -7.39% | -8.39%+1.0pp | 572.05%-579.4pp | 1.58%-9.0pp |
| Employer contribution / active EE | $2,916 | $3,553-17.9% | $4,814-39.4% | $2,544+14.6% |
| Participant deferral / active EE | $5,949 | $6,781-12.3% | $7,446-20.1% | $4,237+40.4% |
| Admin fee / account holder | $25 | $685-96.4% | $10,010-99.8% | $593-95.8% |