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.
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 | $28,442 | $58,320-51.2% | $86,436-67.1% | $66,914-57.5% |
| Participation rate | 84.2% | 78.6%+5.6pp | 80.3%+3.9pp | 69.8%+14.4pp |
| Annual return | -20.15% | -9.71%-10.4pp | 4394.89%-4415.0pp | 1.58%-21.7pp |
| Employer contribution / active EE | $5,668 | $2,615+116.7% | $3,769+50.4% | $2,544+122.8% |
| Participant deferral / active EE | $10,780 | $6,899+56.3% | $6,952+55.1% | $4,237+154.4% |
| Admin fee / account holder | $13 | $546-97.7% | $6,731-99.8% | $593-97.9% |