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.
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 | $819 | $22,587-96.4% | $65,255-98.7% | $75,163-98.9% |
| Participation rate | 80.0% | 63.1%+16.9pp | 65.0%+15.0pp | 67.2%+12.8pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $356 | $941-62.2% | $1,691-79.0% | $2,670-86.7% |
| Participant deferral / active EE | $845 | $1,695-50.1% | $2,831-70.1% | $4,125-79.5% |
| Admin fee / account holder | $1 | $1,876-99.9% | $4,112-100.0% | $5,651-100.0% |