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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,654 | $48,576-71.9% | $169,463-91.9% | $56,287-75.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -4.32% | -2.51%-1.8pp | 1.83%-6.2pp | -9.96%+5.6pp |
| Employer contribution / active EE | $220 | $1,559-85.9% | $4,159-94.7% | $2,111-89.6% |
| Participant deferral / active EE | $1,164 | $3,275-64.5% | $5,277-77.9% | $3,350-65.3% |
| Admin fee / account holder | $2 | $435-99.4% | $9,109-100.0% | $521-99.5% |