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 | $4,713 | $24,733-80.9% | $69,647-93.2% | $74,495-93.7% |
| Participation rate | 78.6% | 63.5%+15.1pp | 66.5%+12.1pp | 67.2%+11.4pp |
| Annual return | 16.87% | 18.55%-1.7pp | 100.48%-83.6pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $491 | $1,001-50.9% | $1,712-71.3% | $2,623-81.3% |
| Participant deferral / active EE | $1,561 | $1,901-17.9% | $2,886-45.9% | $4,346-64.1% |
| Admin fee / account holder | $17 | $1,892-99.1% | $4,713-99.6% | $1,942-99.1% |