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.
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 | $9,167 | $35,986-74.5% | $77,482-88.2% | $73,488-87.5% |
| Participation rate | 76.4% | 40.8%+35.6pp | 54.2%+22.2pp | 70.7%+5.8pp |
| Annual return | 9.29% | 19.26%-10.0pp | 54.79%-45.5pp | 28.51%-19.2pp |
| Employer contribution / active EE | $309 | $557-44.5% | $986-68.6% | $2,270-86.4% |
| Participant deferral / active EE | $704 | $1,198-41.3% | $1,861-62.2% | $3,740-81.2% |
| Admin fee / account holder | $94 | $466-79.7% | $2,858-96.7% | $513-81.6% |