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 | $26,120 | $75,828-65.6% | $147,614-82.3% | $59,632-56.2% |
| Participation rate | 99.0% | 71.6%+27.4pp | 84.6%+14.4pp | 68.7%+30.3pp |
| Annual return | 1.45% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,176 | $3,485-37.5% | $5,564-60.9% | $2,203-1.2% |
| Participant deferral / active EE | $1,527 | $3,130-51.2% | $4,895-68.8% | $3,192-52.2% |
| Admin fee / account holder | $16 | $5,985-99.7% | $11,611-99.9% | $4,297-99.6% |