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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,218 | $65,435+21.1% | $86,677-8.6% | $66,914+18.4% |
| Participation rate | 82.6% | 75.5%+7.2pp | 76.6%+6.0pp | 69.8%+12.8pp |
| Annual return | -22.13% | -10.89%-11.2pp | 35.91%-58.0pp | 1.58%-23.7pp |
| Employer contribution / active EE | $494 | $2,153-77.1% | $2,836-82.6% | $2,544-80.6% |
| Participant deferral / active EE | $4,395 | $4,100+7.2% | $4,656-5.6% | $4,237+3.7% |
| Admin fee / account holder | $14 | $642-97.8% | $7,493-99.8% | $593-97.6% |