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.
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339 | $61,774-99.5% | $97,226-99.7% | $80,856-99.6% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.7%+24.1pp | 67.6%+29.1pp |
| Annual return | -248.63% | -557.90%+309.3pp | 75.13%-323.8pp | 35.59%-284.2pp |
| Employer contribution / active EE | $4,166 | $1,837+126.9% | $2,729+52.7% | $2,755+51.2% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,654-100.0% | $6,918-100.0% |