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.
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 | $21,131 | $98,750-78.6% | $149,696-85.9% | $79,858-73.5% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.5%+7.4pp | 69.6%+20.2pp |
| Annual return | 25.65% | 27.43%-1.8pp | 276.60%-251.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $2,949 | $3,216-8.3% | $4,644-36.5% | $2,471+19.4% |
| Participant deferral / active EE | $6,775 | $5,680+19.3% | $6,842-1.0% | $3,740+81.1% |
| Admin fee / account holder | $23 | $6,053-99.6% | $9,309-99.8% | $5,306-99.6% |