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.
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 | $54,387 | $75,183-27.7% | $123,892-56.1% | $55,167-1.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.15% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $4,624 | $2,823+63.8% | $4,617+0.1% | $1,963+135.6% |
| Participant deferral / active EE | $8,417 | $5,084+65.5% | $5,984+40.7% | $3,054+175.6% |
| Admin fee / account holder | $195 | $663-70.5% | $8,357-97.7% | $504-61.2% |