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 | $77,491 | $46,732+65.8% | $156,549-50.5% | $55,167+40.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.91% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $7,099 | $2,105+237.2% | $5,501+29.0% | $1,963+261.7% |
| Participant deferral / active EE | $4,840 | $2,204+119.6% | $4,871-0.6% | $3,054+58.5% |
| Admin fee / account holder | $61 | $418-85.5% | $13,027-99.5% | $504-87.9% |