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 4-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 | $6,405 | $101,317-93.7% | $146,958-95.6% | $74,495-91.4% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 52.64% | 8730.91%-8678.3pp | 418.34%-365.7pp | 1364.94%-1312.3pp |
| Employer contribution / active EE | $2,185 | $3,810-42.7% | $4,933-55.7% | $2,623-16.7% |
| Participant deferral / active EE | $3,820 | $7,303-47.7% | $8,070-52.7% | $4,346-12.1% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |