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.
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 | $22,923 | $58,264-60.7% | $86,612-73.5% | $71,457-67.9% |
| Participation rate | 74.0% | 65.0%+9.0pp | 71.7%+2.3pp | 67.9%+6.1pp |
| Annual return | 41.00% | 21.63%+19.4pp | 591.07%-550.1pp | 28.85%+12.2pp |
| Employer contribution / active EE | $2,224 | $2,574-13.6% | $3,022-26.4% | $2,588-14.1% |
| Participant deferral / active EE | $3,777 | $3,436+9.9% | $4,438-14.9% | $4,289-11.9% |
| Admin fee / account holder | $89 | $1,057-91.6% | $5,614-98.4% | $1,587-94.4% |