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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,989 | $27,641-53.0% | $61,373-78.8% | $68,494-81.0% |
| Participation rate | 81.0% | 39.5%+41.5pp | 52.6%+28.5pp | 67.9%+13.1pp |
| Annual return | -16.80% | -13.24%-3.6pp | 338.61%-355.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,233 | $695+221.1% | $1,159+92.6% | $2,596-14.0% |
| Participant deferral / active EE | $3,154 | $1,263+149.7% | $2,125+48.4% | $4,027-21.7% |
| Admin fee / account holder | $5 | $2,010-99.7% | $2,130-99.7% | $5,403-99.9% |