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 | $100,153 | $46,553+115.1% | $64,056+56.4% | $75,163+33.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.91% | 26.03%-15.1pp | 33.69%-22.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $10,437 | $1,974+428.8% | $2,747+280.0% | $2,670+290.9% |
| Participant deferral / active EE | $5,042 | $2,837+77.7% | $3,880+29.9% | $4,125+22.2% |
| Admin fee / account holder | $23 | $2,952-99.2% | $3,068-99.3% | $5,651-99.6% |