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.
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 | $2,827 | $29,660-90.5% | $56,411-95.0% | $80,856-96.5% |
| Participation rate | 87.5% | 41.6%+45.9pp | 52.5%+35.0pp | 67.6%+19.9pp |
| Annual return | 14.09% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,911 | $1,226+55.8% | $1,952-2.1% | $4,296-55.5% |
| Admin fee / account holder | $15 | $2,428-99.4% | $2,829-99.5% | $6,918-99.8% |