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 | $22,586 | $150,818-85.0% | $75,972-70.3% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 69.1%+30.9pp | - |
| Annual return | 19.19% | 14.05%+5.1pp | 359.55%-340.4pp | - |
| Employer contribution / active EE | $1,649 | $2,537-35.0% | $2,685-38.6% | - |
| Participant deferral / active EE | $3,417 | $4,233-19.3% | $4,255-19.7% | - |
| Admin fee / account holder | $2 | $25,214-100.0% | $6,467-100.0% | - |