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 | $96,135 | $102,317-6.0% | $146,958-34.6% | $80,856+18.9% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 3.49% | 134.76%-131.3pp | 418.34%-414.8pp | 35.59%-32.1pp |
| Employer contribution / active EE | $2,460 | $3,713-33.8% | $4,933-50.1% | $2,755-10.7% |
| Participant deferral / active EE | $12,293 | $6,644+85.0% | $8,070+52.3% | $4,296+186.2% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |