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.
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 | $6,653 | $69,745-90.5% | $67,511-90.1% | $74,546-91.1% |
| Participation rate | 95.8% | 71.3%+24.5pp | 72.9%+22.9pp | 67.2%+28.6pp |
| Annual return | 0.00% | -40.37%+40.4pp | 3517.41%-3517.4pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $1,862 | $2,705-31.2% | $2,733-31.9% | $2,624-29.1% |
| Participant deferral / active EE | $3,016 | $3,636-17.1% | $4,000-24.6% | $4,347-30.6% |
| Admin fee / account holder | $30 | $894-96.7% | $3,999-99.3% | $1,944-98.5% |