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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,272 | $47,922-43.1% | $75,886-64.1% | $65,185-58.2% |
| Participation rate | 91.3% | 63.0%+28.3pp | 69.3%+22.0pp | 70.2%+21.1pp |
| Annual return | 6.56% | 24.12%-17.6pp | 30.76%-24.2pp | 29.38%-22.8pp |
| Employer contribution / active EE | $1,942 | $1,557+24.7% | $2,500-22.3% | $2,177-10.8% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |