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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,694 | $63,442+462.2% | $68,791+418.5% | $66,914+433.1% |
| Participation rate | 99.5% | 60.0%+39.5pp | 69.0%+30.5pp | 69.8%+29.7pp |
| Annual return | -15.64% | -8.29%-7.4pp | -6.38%-9.3pp | 1.58%-17.2pp |
| Employer contribution / active EE | $7,910 | $1,775+345.7% | $2,655+197.9% | $2,544+210.9% |
| Participant deferral / active EE | $14,917 | $2,945+406.6% | $3,941+278.5% | $4,237+252.1% |
| Admin fee / account holder | $7 | $577-98.8% | $4,932-99.9% | $593-98.8% |