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 | $18,093 | $66,124-72.6% | $90,404-80.0% | $73,488-75.4% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 11.84% | 17.65%-5.8pp | 1293.02%-1281.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $597 | $2,346-74.6% | $3,262-81.7% | $2,270-73.7% |
| Participant deferral / active EE | $1,001 | $3,039-67.1% | $3,963-74.7% | $3,740-73.2% |
| Admin fee / account holder | $26 | $396-93.5% | $5,611-99.5% | $513-95.0% |