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 9-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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,476 | $88,122-82.4% | $141,162-89.0% | $67,579-77.1% |
| Participation rate | 87.8% | 76.5%+11.4pp | 82.5%+5.3pp | 71.3%+16.5pp |
| Annual return | 39.20% | 75.40%-36.2pp | 71.39%-32.2pp | 378.56%-339.4pp |
| Employer contribution / active EE | $1,199 | $3,224-62.8% | $4,735-74.7% | $2,148-44.2% |
| Participant deferral / active EE | $2,797 | $5,958-53.1% | $6,709-58.3% | $3,539-21.0% |
| Admin fee / account holder | $15 | $131-88.7% | $10,261-99.9% | $142-89.6% |