Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,473 | $102,382-55.6% | $147,005-69.1% | $80,874-43.8% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 22.36% | 134.89%-112.5pp | 418.76%-396.4pp | 35.62%-13.3pp |
| Employer contribution / active EE | $4,249 | $3,715+14.4% | $4,934-13.9% | $2,756+54.2% |
| Participant deferral / active EE | $7,659 | $6,646+15.2% | $8,070-5.1% | $4,297+78.2% |
| Admin fee / account holder | $40 | $7,942-99.5% | $13,006-99.7% | $6,935-99.4% |