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 | $14,097 | $80,177-82.4% | $123,892-88.6% | $57,658-75.6% |
| Participation rate | 75.2% | 74.4%+0.7pp | 81.4%-6.2pp | 70.2%+4.9pp |
| Annual return | 19.04% | 17.90%+1.1pp | 47.52%-28.5pp | 5.13%+13.9pp |
| Employer contribution / active EE | $962 | $2,913-67.0% | $4,617-79.2% | $1,974-51.3% |
| Participant deferral / active EE | $3,021 | $5,130-41.1% | $5,984-49.5% | $3,061-1.3% |
| Admin fee / account holder | $7 | $106-93.7% | $8,357-99.9% | $95-92.9% |