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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,657 | $77,314-74.6% | $177,989-89.0% | $80,856-75.7% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.6%+19.9pp |
| Annual return | 11.23% | 18.09%-6.9pp | 294.48%-283.3pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,094 | $2,292-52.3% | $3,949-72.3% | $2,755-60.3% |
| Participant deferral / active EE | $3,670 | $4,411-16.8% | $6,276-41.5% | $4,296-14.6% |
| Admin fee / account holder | $1 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |