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 | $73,698 | $73,933-0.3% | $96,683-23.8% | $75,163-1.9% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | -57.24% | 26.70%-83.9pp | 35.69%-92.9pp | 160.62%-217.9pp |
| Employer contribution / active EE | $10,145 | $2,928+246.5% | $3,737+171.5% | $2,670+280.0% |
| Participant deferral / active EE | $9,886 | $3,659+170.2% | $4,878+102.6% | $4,125+139.6% |
| Admin fee / account holder | $15 | $5,216-99.7% | $6,730-99.8% | $5,651-99.7% |