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 | $5,667 | $43,423-87.0% | $78,689-92.8% | $55,167-89.7% |
| Participation rate | 92.0% | 68.0%+24.0pp | 73.6%+18.5pp | 69.0%+23.0pp |
| Annual return | 8.77% | 11.53%-2.8pp | 62.18%-53.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,770 | $1,997-11.4% | $2,851-37.9% | $1,963-9.8% |
| Participant deferral / active EE | $1,477 | $2,509-41.1% | $3,517-58.0% | $3,054-51.7% |
| Admin fee / account holder | $21 | $416-94.9% | $4,510-99.5% | $504-95.8% |