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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,855 | $65,061-72.6% | $143,757-87.6% | $66,914-73.3% |
| Participation rate | 70.1% | 65.2%+4.9pp | 80.3%-10.2pp | 69.8%+0.3pp |
| Annual return | -19.79% | -11.14%-8.7pp | -0.04%-19.8pp | 1.58%-21.4pp |
| Employer contribution / active EE | $654 | $2,361-72.3% | $4,951-86.8% | $2,544-74.3% |
| Participant deferral / active EE | $2,392 | $2,919-18.1% | $5,637-57.6% | $4,237-43.5% |
| Admin fee / account holder | $0 | $502-99.9% | $14,673-100.0% | $593-99.9% |