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).
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 | $6,965 | $50,175-86.1% | $99,443-93.0% | $65,185-89.3% |
| Participation rate | 80.1% | 68.4%+11.7pp | 73.8%+6.3pp | 70.2%+9.9pp |
| Annual return | 47.12% | 25.36%+21.8pp | 30.72%+16.4pp | 29.38%+17.7pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,363 | $2,748+22.4% | $3,619-7.1% | $3,514-4.3% |
| Admin fee / account holder | $27 | $398-93.2% | $6,250-99.6% | $847-96.8% |