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 4-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.
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 | $9,961 | $46,553-78.6% | $64,056-84.4% | $75,163-86.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 23.38% | 26.03%-2.6pp | 33.69%-10.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,052 | $1,974+4.0% | $2,747-25.3% | $2,670-23.1% |
| Participant deferral / active EE | $3,424 | $2,837+20.7% | $3,880-11.7% | $4,125-17.0% |
| Admin fee / account holder | $32 | $2,952-98.9% | $3,068-99.0% | $5,651-99.4% |