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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,775 | $76,670-54.6% | $96,683-64.0% | $71,457-51.3% |
| Participation rate | 83.9% | 66.6%+17.4pp | 74.3%+9.6pp | 67.9%+16.0pp |
| Annual return | 16.57% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,527 | $3,031+115.3% | $3,737+74.7% | $2,588+152.2% |
| Participant deferral / active EE | $1,296 | $3,771-65.6% | $4,878-73.4% | $4,289-69.8% |
| Admin fee / account holder | $32 | $2,028-98.4% | $6,730-99.5% | $1,587-98.0% |