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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,898 | $59,535-66.6% | $90,160-77.9% | $62,292-68.1% |
| Participation rate | 97.1% | 73.0%+24.1pp | 76.9%+20.3pp | 69.5%+27.6pp |
| Annual return | 21.78% | 23.53%-1.7pp | 34.88%-13.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $3,177 | $1,826+74.0% | $3,318-4.2% | $2,042+55.6% |
| Participant deferral / active EE | $3,892 | $4,639-16.1% | $5,288-26.4% | $3,169+22.8% |
| Admin fee / account holder | $5 | $337-98.5% | $5,943-99.9% | $479-98.9% |