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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,345 | $63,442-85.3% | $68,791-86.4% | $66,914-86.0% |
| Participation rate | 93.5% | 60.0%+33.5pp | 69.0%+24.5pp | 69.8%+23.7pp |
| Annual return | -19.62% | -8.29%-11.3pp | -6.38%-13.2pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,628 | $1,775-8.3% | $2,655-38.7% | $2,544-36.0% |
| Participant deferral / active EE | $3,089 | $2,945+4.9% | $3,941-21.6% | $4,237-27.1% |
| Admin fee / account holder | $15 | $577-97.5% | $4,932-99.7% | $593-97.5% |