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 reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,966 | $87,358+299.5% | $68,793+407.3% | $68,904+406.4% |
| Participation rate | 98.0% | 80.2%+17.9pp | 72.2%+25.8pp | 74.1%+23.9pp |
| Annual return | -13.79% | -3.98%-9.8pp | -4.63%-9.2pp | 1.07%-14.9pp |
| Employer contribution / active EE | $11,397 | $3,082+269.7% | $2,625+334.2% | $2,540+348.7% |
| Participant deferral / active EE | $9,002 | $4,259+111.3% | $3,311+171.9% | $4,015+124.2% |
| Admin fee / account holder | $0 | $68-100.0% | $5,131-100.0% | $71-100.0% |