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 9-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 | $23,397 | $51,620-54.7% | $90,281-74.1% | $65,185-64.1% |
| Participation rate | 79.6% | 68.6%+11.0pp | 73.3%+6.4pp | 70.2%+9.4pp |
| Annual return | 22.73% | 24.94%-2.2pp | 78.10%-55.4pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,535 | $2,235-31.3% | $2,854-46.2% | $2,177-29.5% |
| Participant deferral / active EE | $3,197 | $2,871+11.4% | $3,885-17.7% | $3,514-9.0% |
| Admin fee / account holder | $2 | $384-99.4% | $5,351-100.0% | $847-99.7% |