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.
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 | $92,642 | $58,083+59.5% | $80,019+15.8% | $56,287+64.6% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.8%+23.6pp | 69.9%+29.5pp |
| Annual return | -3.79% | 34.61%-38.4pp | 11.22%-15.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,772 | $1,932+95.2% | $2,468+52.8% | $2,111+78.7% |
| Participant deferral / active EE | $5,168 | $3,135+64.8% | $3,686+40.2% | $3,350+54.3% |
| Admin fee / account holder | $20 | $623-96.8% | $6,521-99.7% | $521-96.1% |