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 3-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 | $24,984 | $91,407-72.7% | $135,903-81.6% | $71,457-65.0% |
| Participation rate | 80.4% | 75.7%+4.7pp | 81.9%-1.5pp | 67.9%+12.5pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $2,314 | $3,703-37.5% | $4,856-52.3% | $2,588-10.6% |
| Participant deferral / active EE | $7,828 | $7,092+10.4% | $7,758+0.9% | $4,289+82.5% |
| Admin fee / account holder | $28 | $1,266-97.8% | $10,762-99.7% | $1,587-98.3% |