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 10-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 | $21,446 | $60,323-64.4% | $81,812-73.8% | $74,495-71.2% |
| Participation rate | 96.7% | 62.9%+33.9pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | 12.97% | 16.90%-3.9pp | 773.79%-760.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,975 | $2,620+13.6% | $2,912+2.2% | $2,623+13.4% |
| Participant deferral / active EE | $1,505 | $3,387-55.6% | $4,319-65.2% | $4,346-65.4% |
| Admin fee / account holder | $40 | $1,486-97.3% | $7,386-99.5% | $1,942-98.0% |