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.
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 | $7,079 | $42,383-83.3% | $76,523-90.7% | $64,186-89.0% |
| Participation rate | 71.6% | 58.1%+13.5pp | 68.0%+3.6pp | 69.6%+2.0pp |
| Annual return | -6.66% | -16.54%+9.9pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $435 | $1,563-72.2% | $2,647-83.6% | $2,381-81.7% |
| Participant deferral / active EE | $866 | $2,566-66.2% | $3,835-77.4% | $3,470-75.0% |
| Admin fee / account holder | $66 | $3,198-97.9% | $4,848-98.6% | $4,888-98.7% |