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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,163 | $82,202-69.4% | $125,339-79.9% | $64,808-61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.28% | 3.48%-19.8pp | 572.05%-588.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,825 | $3,615-21.9% | $4,814-41.3% | $2,506+12.7% |
| Participant deferral / active EE | $3,565 | $7,175-50.3% | $7,446-52.1% | $4,310-17.3% |
| Admin fee / account holder | $137 | $163-16.0% | $10,010-98.6% | $188-26.9% |