Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,006 | $24,811-95.9% | $69,701-98.6% | $74,546-98.7% |
| Participation rate | 75.2% | 63.5%+11.7pp | 66.4%+8.8pp | 67.2%+8.0pp |
| Annual return | 23.91% | 18.53%+5.4pp | 100.32%-76.4pp | 1366.03%-1342.1pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $1,713-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $785 | $1,904-58.8% | $2,887-72.8% | $4,347-81.9% |
| Admin fee / account holder | $3 | $1,898-99.8% | $4,717-99.9% | $1,944-99.9% |