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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,555 | $63,924-22.5% | $108,579-54.4% | $55,167-10.2% |
| Participation rate | 76.4% | 74.3%+2.0pp | 79.6%-3.2pp | 69.0%+7.4pp |
| Annual return | 5.92% | 15.31%-9.4pp | -51.70%+57.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,829 | $3,067-7.8% | $4,311-34.4% | $3,054-7.4% |
| Admin fee / account holder | $71 | $618-88.4% | $7,645-99.1% | $504-85.8% |