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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,756 | $60,989-75.8% | $60,874-75.8% | $66,914-77.9% |
| Participation rate | 85.4% | 74.5%+10.9pp | 73.1%+12.2pp | 69.8%+15.5pp |
| Annual return | -14.48% | -9.60%-4.9pp | 16.90%-31.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,375 | $2,661-48.3% | $2,701-49.1% | $2,544-46.0% |
| Participant deferral / active EE | $3,998 | $3,615+10.6% | $3,817+4.8% | $4,237-5.6% |
| Admin fee / account holder | $17 | $338-95.0% | $3,224-99.5% | $593-97.2% |