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 | $1,945 | $81,233-97.6% | $155,567-98.7% | $80,874-97.6% |
| Participation rate | 93.8% | 66.2%+27.6pp | 78.2%+15.6pp | 67.6%+26.2pp |
| Annual return | 35.16% | 33.33%+1.8pp | 64.74%-29.6pp | 35.62%-0.5pp |
| Employer contribution / active EE | $1,165 | $3,101-62.4% | $4,674-75.1% | $2,756-57.7% |
| Participant deferral / active EE | $2,507 | $3,452-27.4% | $5,628-55.5% | $4,297-41.7% |
| Admin fee / account holder | $7 | $7,998-99.9% | $15,916-100.0% | $6,935-99.9% |