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 | $6,817 | $48,076-85.8% | $78,689-91.3% | $62,891-89.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.18% | 31.35%-26.2pp | 62.18%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,153 | $2,015-42.8% | $2,851-59.6% | $2,281-49.5% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |