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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,060 | $23,119-95.4% | $71,086-98.5% | $75,289-98.6% |
| Participation rate | 80.8% | 36.3%+44.5pp | 54.7%+26.2pp | 72.4%+8.4pp |
| Annual return | -9.53% | -3.32%-6.2pp | 650.59%-660.1pp | -0.04%-9.5pp |
| Employer contribution / active EE | $0 | $399-100.0% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $835 | $960-13.1% | $1,874-55.5% | $3,739-77.7% |
| Admin fee / account holder | $5 | $89-94.7% | $3,082-99.8% | $102-95.4% |