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 6-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 | $5,060 | $54,517-90.7% | $75,972-93.3% | $74,495-93.2% |
| Participation rate | 83.6% | 60.3%+23.3pp | 69.1%+14.6pp | 67.2%+16.4pp |
| Annual return | 13.42% | 31.82%-18.4pp | 359.55%-346.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,132 | $1,777-36.3% | $2,685-57.8% | $2,623-56.8% |
| Participant deferral / active EE | $1,850 | $3,066-39.6% | $4,255-56.5% | $4,346-57.4% |
| Admin fee / account holder | $19 | $2,229-99.2% | $6,467-99.7% | $1,942-99.0% |