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.
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 | $23,984 | $82,202-70.8% | $125,339-80.9% | $64,808-63.0% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | 20.49% | 3.48%+17.0pp | 572.05%-551.6pp | 32.82%-12.3pp |
| Employer contribution / active EE | $5,407 | $3,615+49.5% | $4,814+12.3% | $2,506+115.8% |
| Participant deferral / active EE | $6,952 | $7,175-3.1% | $7,446-6.6% | $4,310+61.3% |
| Admin fee / account holder | $13 | $163-92.1% | $10,010-99.9% | $188-93.1% |