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.
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 | $201,161 | $82,202+144.7% | $125,339+60.5% | $64,808+210.4% |
| Participation rate | 80.4% | 77.9%+2.5pp | 82.4%-2.0pp | 71.5%+8.9pp |
| Annual return | -19.29% | 3.48%-22.8pp | 572.05%-591.3pp | 32.82%-52.1pp |
| Employer contribution / active EE | $1,640 | $3,615-54.6% | $4,814-65.9% | $2,506-34.6% |
| Participant deferral / active EE | $17,423 | $7,175+142.8% | $7,446+134.0% | $4,310+304.2% |
| Admin fee / account holder | -$4 | $163-102.3% | $10,010-100.0% | $188-102.0% |