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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,664 | $50,898-41.7% | $171,082-82.7% | $55,167-46.2% |
| Participation rate | 70.0% | 63.3%+6.7pp | 76.7%-6.7pp | 69.0%+1.0pp |
| Annual return | 14.67% | 15.34%-0.7pp | 32.56%-17.9pp | 169.23%-154.6pp |
| Employer contribution / active EE | $1,092 | $1,433-23.8% | $4,002-72.7% | $1,963-44.3% |
| Participant deferral / active EE | $2,789 | $2,994-6.9% | $4,797-41.9% | $3,054-8.7% |
| Admin fee / account holder | $9 | $500-98.2% | $8,520-99.9% | $504-98.2% |