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).
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 | $19,844 | $62,672-68.3% | $185,117-89.3% | $70,131-71.7% |
| Participation rate | 72.6% | 63.8%+8.8pp | 77.3%-4.6pp | 69.5%+3.1pp |
| Annual return | 13.40% | 40.79%-27.4pp | 40.50%-27.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $396 | $1,753-77.4% | $4,182-90.5% | $2,342-83.1% |
| Participant deferral / active EE | $1,838 | $3,272-43.8% | $5,045-63.6% | $3,332-44.8% |
| Admin fee / account holder | $46 | $3,932-98.8% | $8,159-99.4% | $4,645-99.0% |