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).
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 | $382,276 | $65,708+481.8% | $76,817+397.6% | $77,787+391.4% |
| Participation rate | 98.1% | 79.0%+19.2pp | 72.1%+26.1pp | 73.2%+24.9pp |
| Annual return | 16.76% | 49.86%-33.1pp | 1166.11%-1149.3pp | 32.57%-15.8pp |
| Employer contribution / active EE | $12,338 | $2,167+469.3% | $2,302+436.0% | $2,504+392.6% |
| Participant deferral / active EE | $9,780 | $3,254+200.6% | $3,336+193.2% | $3,967+146.5% |
| Admin fee / account holder | $0 | $91-100.0% | $6,420-100.0% | $100-100.0% |