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 | $3,417 | $24,811-86.2% | $69,701-95.1% | $74,546-95.4% |
| Participation rate | 79.1% | 63.5%+15.6pp | 66.4%+12.7pp | 67.2%+11.9pp |
| Annual return | 17.62% | 18.53%-0.9pp | 100.32%-82.7pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $679 | $1,003-32.3% | $1,713-60.4% | $2,624-74.1% |
| Participant deferral / active EE | $1,435 | $1,904-24.6% | $2,887-50.3% | $4,347-67.0% |
| Admin fee / account holder | $11 | $1,898-99.4% | $4,717-99.8% | $1,944-99.4% |