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 | $856 | $22,291-96.2% | $69,182-98.8% | $63,975-98.7% |
| Participation rate | 82.5% | 35.3%+47.2pp | 55.1%+27.3pp | 71.1%+11.3pp |
| Annual return | 10.73% | 9.30%+1.4pp | -21.93%+32.7pp | 48.65%-37.9pp |
| Employer contribution / active EE | $0 | $325-100.0% | $1,206-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $716 | $808-11.3% | $1,897-62.2% | $3,356-78.7% |
| Admin fee / account holder | $5 | $73-93.6% | $2,697-99.8% | $70-93.3% |