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).
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 | $585 | $21,965-97.3% | $59,496-99.0% | $59,188-99.0% |
| Participation rate | 84.6% | 32.6%+52.0pp | 54.6%+30.0pp | 69.4%+15.2pp |
| Annual return | 0.00% | 22.15%-22.1pp | 182.05%-182.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $0 | $316-100.0% | $1,153-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $386 | $732-47.2% | $1,829-78.9% | $3,265-88.2% |
| Admin fee / account holder | $1 | $74-98.5% | $2,232-100.0% | $92-98.8% |