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 4-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 | $17,860 | $81,446-78.1% | $103,374-82.7% | $80,874-77.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.57% | 25.57%-14.0pp | 24.89%-13.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $3,404 | $3,107+9.5% | $3,869-12.0% | $2,756+23.5% |
| Participant deferral / active EE | $3,215 | $3,870-16.9% | $5,058-36.4% | $4,297-25.2% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |