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.
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 | $16,246 | $51,045-68.2% | $70,515-77.0% | $71,457-77.3% |
| Participation rate | 89.2% | 59.4%+29.8pp | 68.3%+20.8pp | 67.9%+21.3pp |
| Annual return | 18.22% | 42.63%-24.4pp | 32.77%-14.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,538 | $1,790-14.1% | $2,973-48.3% | $2,588-40.6% |
| Participant deferral / active EE | $3,179 | $3,026+5.0% | $4,567-30.4% | $4,289-25.9% |
| Admin fee / account holder | $2 | $1,994-99.9% | $6,412-100.0% | $1,587-99.9% |