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 8-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 | $10,328 | $46,553-77.8% | $64,056-83.9% | $75,163-86.3% |
| Participation rate | 86.4% | 65.9%+20.4pp | 72.3%+14.1pp | 67.2%+19.2pp |
| Annual return | 21.11% | 26.03%-4.9pp | 33.69%-12.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,744 | $2,837+137.7% | $3,880+73.8% | $4,125+63.5% |
| Admin fee / account holder | $13 | $2,952-99.6% | $3,068-99.6% | $5,651-99.8% |