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 9-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.
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $186,774-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 55.8%-55.8pp | 2.4%-2.4pp |
| Annual return | 1.26% | 22.81%-21.6pp | 7.78%-6.5pp | 22.81%-21.6pp |
| Employer contribution / active EE | $1,349 | $18,290-92.6% | $32,517-95.9% | $18,290-92.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $504-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $3,044-100.0% | $85,222-100.0% |