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 | $15,727 | $63,299-75.2% | $91,001-82.7% | $62,292-74.8% |
| Participation rate | 70.2% | 73.3%-3.1pp | 75.6%-5.4pp | 69.5%+0.7pp |
| Annual return | 20.00% | 20.99%-1.0pp | 4.60%+15.4pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,789 | $1,807-1.0% | $2,456-27.2% | $2,042-12.4% |
| Participant deferral / active EE | $2,763 | $2,943-6.1% | $3,547-22.1% | $3,169-12.8% |
| Admin fee / account holder | $11 | $468-97.7% | $5,417-99.8% | $479-97.7% |