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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,066 | $50,199-40.1% | $70,092-57.1% | $66,914-55.1% |
| Participation rate | 86.8% | 66.3%+20.5pp | 70.5%+16.3pp | 69.8%+17.0pp |
| Annual return | -16.48% | -13.85%-2.6pp | 190.73%-207.2pp | 1.58%-18.1pp |
| Employer contribution / active EE | $538 | $1,864-71.2% | $2,559-79.0% | $2,544-78.9% |
| Participant deferral / active EE | $3,020 | $3,112-3.0% | $3,849-21.5% | $4,237-28.7% |
| Admin fee / account holder | $1 | $600-99.9% | $6,267-100.0% | $593-99.9% |