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 3-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 | $2,585 | $49,915-94.8% | $154,803-98.3% | $74,304-96.5% |
| Participation rate | 96.7% | 54.0%+42.8pp | 78.1%+18.7pp | 60.3%+36.4pp |
| Annual return | 17.84% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $359 | $1,611-77.7% | $4,305-91.7% | $2,241-84.0% |
| Participant deferral / active EE | $738 | $2,255-67.3% | $5,540-86.7% | $3,767-80.4% |
| Admin fee / account holder | $36 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |