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 5-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 | $5,338 | $79,944-93.3% | $98,439-94.6% | $75,163-92.9% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.2%+19.0pp | 67.2%+26.9pp |
| Annual return | 25.24% | 19.75%+5.5pp | 21.16%+4.1pp | 160.62%-135.4pp |
| Employer contribution / active EE | $2,484 | $2,264+9.7% | $3,048-18.5% | $2,670-7.0% |
| Participant deferral / active EE | $3,320 | $3,752-11.5% | $4,738-29.9% | $4,125-19.5% |
| Admin fee / account holder | $19 | $6,840-99.7% | $8,948-99.8% | $5,651-99.7% |