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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,816 | $48,230-19.5% | $67,502-42.5% | $80,856-52.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 8.92% | 18.28%-9.4pp | 3512.12%-3503.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,972 | $2,020-2.4% | $2,731-27.8% | $2,755-28.4% |
| Participant deferral / active EE | $2,169 | $2,924-25.8% | $4,000-45.8% | $4,296-49.5% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |