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).
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 | $15,236 | $57,108-73.3% | $94,224-83.8% | $52,331-70.9% |
| Participation rate | 94.3% | 72.9%+21.4pp | 78.8%+15.5pp | 68.1%+26.2pp |
| Annual return | 0.00% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,404 | $1,735+38.5% | $3,587-33.0% | $1,882+27.8% |
| Participant deferral / active EE | $3,782 | $3,040+24.4% | $4,320-12.5% | $3,022+25.1% |
| Admin fee / account holder | $18 | $546-96.8% | $6,269-99.7% | $592-97.0% |