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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,211 | $75,828-78.6% | $147,614-89.0% | $59,632-72.8% |
| Participation rate | 57.6% | 71.6%-14.0pp | 84.6%-27.0pp | 68.7%-11.1pp |
| Annual return | 7.58% | 0.37%+7.2pp | 61.98%-54.4pp | 2041.28%-2033.7pp |
| Employer contribution / active EE | $367 | $3,485-89.5% | $5,564-93.4% | $2,203-83.3% |
| Participant deferral / active EE | $1,238 | $3,130-60.4% | $4,895-74.7% | $3,192-61.2% |
| Admin fee / account holder | $8 | $5,985-99.9% | $11,611-99.9% | $4,297-99.8% |