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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,040 | $52,953-81.0% | $172,739-94.2% | $65,185-84.6% |
| Participation rate | 83.8% | 66.2%+17.6pp | 82.6%+1.1pp | 70.2%+13.6pp |
| Annual return | 26.82% | 30.12%-3.3pp | 802.84%-776.0pp | 29.38%-2.6pp |
| Employer contribution / active EE | $1,915 | $2,190-12.5% | $5,143-62.8% | $2,177-12.0% |
| Participant deferral / active EE | $3,792 | $2,471+53.5% | $5,198-27.0% | $3,514+7.9% |
| Admin fee / account holder | $91 | $472-80.6% | $13,954-99.3% | $847-89.2% |