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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,866 | $58,541-84.9% | $76,523-88.4% | - |
| Participation rate | 70.3% | 46.6%+23.6pp | 68.0%+2.3pp | - |
| Annual return | -6.06% | -5.31%-0.8pp | -0.27%-5.8pp | - |
| Employer contribution / active EE | $139 | $523-73.4% | $2,647-94.8% | - |
| Participant deferral / active EE | $5,272 | $1,698+210.5% | $3,835+37.5% | - |
| Admin fee / account holder | $28 | $6,501-99.6% | $4,848-99.4% | - |