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 | $16,071 | $51,620-68.9% | $90,281-82.2% | $65,185-75.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 17.70% | 24.94%-7.2pp | 78.10%-60.4pp | 29.38%-11.7pp |
| Employer contribution / active EE | $556 | $2,235-75.1% | $2,854-80.5% | $2,177-74.5% |
| Participant deferral / active EE | $1,056 | $2,871-63.2% | $3,885-72.8% | $3,514-70.0% |
| Admin fee / account holder | $24 | $384-93.7% | $5,351-99.5% | $847-97.2% |