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 | $0 | $60,488-100.0% | $109,895-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 67.0%-67.0pp | 74.2%-74.2pp | 70.7%-70.7pp |
| Annual return | 13.77% | 189.57%-175.8pp | 29.45%-15.7pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,734 | $1,649+65.8% | $2,842-3.8% | $2,427+12.6% |
| Participant deferral / active EE | $4,503 | $3,220+39.8% | $4,048+11.2% | $4,046+11.3% |
| Admin fee / account holder | $0 | $605-100.0% | $6,066-100.0% | $626-100.0% |