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 | $33,554 | $95,274-64.8% | $135,903-75.3% | $74,419-54.9% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 19.96% | 32.77%-12.8pp | 68.23%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $1,900 | $3,874-51.0% | $4,856-60.9% | $2,637-27.9% |
| Participant deferral / active EE | $4,294 | $7,782-44.8% | $7,758-44.6% | $4,528-5.2% |
| Admin fee / account holder | $21 | $266-92.2% | $10,762-99.8% | $348-94.1% |