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.
Employer 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 | $83,560 | $55,415+50.8% | $155,509-46.3% | $74,495+12.2% |
| Participation rate | 81.6% | 61.9%+19.7pp | 78.2%+3.4pp | 67.2%+14.4pp |
| Annual return | 20.56% | 268.50%-247.9pp | 64.67%-44.1pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $2 | $2,267-99.9% | $4,672-100.0% | $2,623-99.9% |
| Participant deferral / active EE | $4,301 | $2,836+51.7% | $5,626-23.5% | $4,346-1.0% |
| Admin fee / account holder | $18 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |