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 | $21,554 | $68,413-68.5% | $123,104-82.5% | $55,191-60.9% |
| Participation rate | 74.4% | 84.5%-10.1pp | 86.8%-12.4pp | 69.2%+5.3pp |
| Annual return | 0.12% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,617 | $3,050-47.0% | $5,151-68.6% | $1,899-14.9% |
| Participant deferral / active EE | $2,812 | $4,490-37.4% | $6,230-54.9% | $3,046-7.7% |
| Admin fee / account holder | $23 | $88-73.8% | $9,015-99.7% | $91-74.6% |