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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,690 | $82,917-89.5% | $103,333-91.6% | $77,643-88.8% |
| Participation rate | 95.7% | 71.6%+24.1pp | 74.5%+21.2pp | 70.6%+25.1pp |
| Annual return | 9.85% | 19.13%-9.3pp | 24.88%-15.0pp | 31.24%-21.4pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,042 | $4,108-26.0% | $5,057-39.9% | $4,647-34.6% |
| Admin fee / account holder | $30 | $638-95.3% | $8,355-99.6% | $430-93.0% |