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 | $13,873 | $52,884-73.8% | $84,750-83.6% | $55,167-74.9% |
| Participation rate | 73.1% | 67.5%+5.6pp | 76.6%-3.5pp | 69.0%+4.1pp |
| Annual return | 11.30% | 18.03%-6.7pp | 22.78%-11.5pp | 169.23%-157.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,822 | $2,644-31.1% | $3,712-50.9% | $3,054-40.3% |
| Admin fee / account holder | $111 | $581-80.8% | $5,332-97.9% | $504-77.9% |