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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $84,487-84.9% | $125,339-89.8% | $66,914-80.9% |
| Participation rate | 92.5% | 76.4%+16.1pp | 82.4%+10.2pp | 69.8%+22.7pp |
| Annual return | -19.68% | -8.39%-11.3pp | 572.05%-591.7pp | 1.58%-21.3pp |
| Employer contribution / active EE | $2,176 | $3,553-38.8% | $4,814-54.8% | $2,544-14.5% |
| Participant deferral / active EE | $4,148 | $6,781-38.8% | $7,446-44.3% | $4,237-2.1% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |