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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,629 | $51,315-77.3% | $95,745-87.9% | $71,457-83.7% |
| Participation rate | 80.5% | 63.0%+17.5pp | 72.3%+8.3pp | 67.9%+12.6pp |
| Annual return | 66.75% | 25.26%+41.5pp | 28.35%+38.4pp | 28.85%+37.9pp |
| Employer contribution / active EE | $2,808 | $1,819+54.3% | $2,835-1.0% | $2,588+8.5% |
| Participant deferral / active EE | $3,571 | $3,358+6.4% | $4,245-15.9% | $4,289-16.7% |
| Admin fee / account holder | $9 | $1,137-99.2% | $5,678-99.8% | $1,587-99.5% |