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 | $30,928 | $64,119-51.8% | $112,228-72.4% | $66,914-53.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -18.55% | -13.81%-4.7pp | 27.45%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $9,177 | $3,005+205.3% | $3,635+152.5% | $2,544+260.7% |
| Participant deferral / active EE | $1,844 | $3,693-50.1% | $4,728-61.0% | $4,237-56.5% |
| Admin fee / account holder | $31 | $625-95.0% | $6,410-99.5% | $593-94.7% |