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 6-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 | $5,300 | $58,264-90.9% | $86,612-93.9% | $71,457-92.6% |
| Participation rate | 79.4% | 65.0%+14.4pp | 71.7%+7.7pp | 67.9%+11.4pp |
| Annual return | 18.43% | 21.63%-3.2pp | 591.07%-572.6pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,413 | $2,574-45.1% | $3,022-53.2% | $2,588-45.4% |
| Participant deferral / active EE | $2,422 | $3,436-29.5% | $4,438-45.4% | $4,289-43.5% |
| Admin fee / account holder | $10 | $1,057-99.1% | $5,614-99.8% | $1,587-99.4% |