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).
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 | $35,685 | $60,124-40.6% | $90,404-60.5% | $79,858-55.3% |
| Participation rate | 86.7% | 65.0%+21.8pp | 72.7%+14.1pp | 69.6%+17.1pp |
| Annual return | 13.55% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $898 | $2,068-56.6% | $3,262-72.5% | $2,471-63.6% |
| Participant deferral / active EE | $2,289 | $2,938-22.1% | $3,963-42.2% | $3,740-38.8% |
| Admin fee / account holder | $42 | $3,976-99.0% | $5,611-99.3% | $5,306-99.2% |