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 5-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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,996 | $24,733-79.8% | $69,647-92.8% | $74,495-93.3% |
| Participation rate | 82.0% | 63.5%+18.5pp | 66.5%+15.6pp | 67.2%+14.8pp |
| Annual return | 6.79% | 18.55%-11.8pp | 100.48%-93.7pp | 1364.94%-1358.2pp |
| Employer contribution / active EE | $638 | $1,001-36.2% | $1,712-62.7% | $2,623-75.7% |
| Participant deferral / active EE | $1,604 | $1,901-15.6% | $2,886-44.4% | $4,346-63.1% |
| Admin fee / account holder | $19 | $1,892-99.0% | $4,713-99.6% | $1,942-99.0% |