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 | $6,262 | $33,745-81.4% | $64,105-90.2% | $55,191-88.7% |
| Participation rate | 82.8% | 59.4%+23.4pp | 68.2%+14.6pp | 69.2%+13.6pp |
| Annual return | 25.70% | 4.95%+20.8pp | 791.24%-765.5pp | 10.78%+14.9pp |
| Employer contribution / active EE | $622 | $641-2.9% | $1,820-65.8% | $1,899-67.2% |
| Participant deferral / active EE | $3,145 | $1,929+63.0% | $2,822+11.5% | $3,046+3.3% |
| Admin fee / account holder | $60 | $94-36.7% | $4,499-98.7% | $91-34.2% |