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).
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 | $17,432 | $29,660-41.2% | $56,411-69.1% | $80,856-78.4% |
| Participation rate | 88.8% | 41.6%+47.1pp | 52.5%+36.3pp | 67.6%+21.1pp |
| Annual return | 17.72% | 35.23%-17.5pp | 1701.33%-1683.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,158 | $669+222.4% | $1,039+107.8% | $2,755-21.7% |
| Participant deferral / active EE | $2,687 | $1,226+119.1% | $1,952+37.6% | $4,296-37.5% |
| Admin fee / account holder | $2 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |