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 | $20,101 | $60,396-66.7% | $83,848-76.0% | $75,289-73.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.10% | 3.84%-7.9pp | 850.88%-855.0pp | -0.04%-4.1pp |
| Employer contribution / active EE | $6,823 | $3,343+104.1% | $3,631+87.9% | $2,405+183.7% |
| Participant deferral / active EE | $2,778 | $2,922-4.9% | $4,082-31.9% | $3,739-25.7% |
| Admin fee / account holder | $1 | $141-99.6% | $5,478-100.0% | $102-99.4% |