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 5-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,592 | $49,451-56.3% | $79,550-72.9% | $66,914-67.7% |
| Participation rate | 93.4% | 61.3%+32.1pp | 69.5%+24.0pp | 69.8%+23.6pp |
| Annual return | 74.16% | 84.25%-10.1pp | 0.16%+74.0pp | 1.58%+72.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,414 | $3,159+261.4% | $3,985+186.4% | $4,237+169.4% |
| Admin fee / account holder | $11 | $595-98.2% | $6,832-99.8% | $593-98.2% |