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 | $11,122 | $58,264-80.9% | $86,612-87.2% | $71,457-84.4% |
| Participation rate | 82.2% | 65.0%+17.2pp | 71.7%+10.5pp | 67.9%+14.3pp |
| Annual return | 30.52% | 21.63%+8.9pp | 591.07%-560.6pp | 28.85%+1.7pp |
| Employer contribution / active EE | $1,295 | $2,574-49.7% | $3,022-57.1% | $2,588-49.9% |
| Participant deferral / active EE | $2,556 | $3,436-25.6% | $4,438-42.4% | $4,289-40.4% |
| Admin fee / account holder | $26 | $1,057-97.5% | $5,614-99.5% | $1,587-98.3% |