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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,643 | $41,078-61.9% | $80,569-80.6% | $71,457-78.1% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 9.79% | 38.45%-28.7pp | 935.43%-925.6pp | 28.85%-19.1pp |
| Employer contribution / active EE | $20,515 | $1,506+1262.6% | $2,723+653.3% | $2,588+692.8% |
| Participant deferral / active EE | $2,227 | $2,699-17.5% | $4,447-49.9% | $4,289-48.1% |
| Admin fee / account holder | $203 | $1,840-89.0% | $5,377-96.2% | $1,587-87.2% |