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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,178 | $111,491-80.1% | $189,513-88.3% | $86,799-74.4% |
| Participation rate | 87.5% | 87.3%+0.1pp | 87.8%-0.3pp | 72.3%+15.2pp |
| Annual return | 37.06% | 83.50%-46.4pp | 555.15%-518.1pp | 97.91%-60.8pp |
| Employer contribution / active EE | $1,809 | $3,951-54.2% | $6,162-70.6% | $2,405-24.8% |
| Participant deferral / active EE | $4,330 | $6,437-32.7% | $8,221-47.3% | $4,131+4.8% |
| Admin fee / account holder | $9 | $189-95.0% | $12,045-99.9% | $170-94.4% |