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 | $26,048 | $42,546-38.8% | $71,796-63.7% | $55,167-52.8% |
| Participation rate | 86.2% | 59.1%+27.1pp | 69.1%+17.1pp | 69.0%+17.2pp |
| Annual return | 7.09% | 12.36%-5.3pp | 78.04%-70.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $588 | $803-26.8% | $1,924-69.4% | $1,963-70.0% |
| Participant deferral / active EE | $2,774 | $2,064+34.4% | $2,794-0.7% | $3,054-9.2% |
| Admin fee / account holder | $4 | $650-99.4% | $4,815-99.9% | $504-99.3% |