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 | $4,033 | $63,299-93.6% | $91,001-95.6% | $62,292-93.5% |
| Participation rate | 72.6% | 73.3%-0.7pp | 75.6%-3.0pp | 69.5%+3.1pp |
| Annual return | 178.51% | 20.99%+157.5pp | 4.60%+173.9pp | 28.90%+149.6pp |
| Employer contribution / active EE | $990 | $1,807-45.2% | $2,456-59.7% | $2,042-51.5% |
| Participant deferral / active EE | $2,183 | $2,943-25.8% | $3,547-38.5% | $3,169-31.1% |
| Admin fee / account holder | $31 | $468-93.4% | $5,417-99.4% | $479-93.6% |