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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $6,321 | $60,545-89.6% | $92,233-93.1% | $69,631-90.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 16.25% | 19.71%-3.5pp | 176.28%-160.0pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,228 | $2,633-15.4% | $3,679-39.5% | $2,032+9.6% |
| Participant deferral / active EE | $358 | $2,828-87.3% | $3,897-90.8% | $3,224-88.9% |
| Admin fee / account holder | $5 | $145-96.5% | $5,194-99.9% | $110-95.5% |