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 8-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 | $10,788 | $60,124-82.1% | $90,404-88.1% | $79,858-86.5% |
| Participation rate | 86.7% | 65.0%+21.7pp | 72.7%+14.0pp | 69.6%+17.0pp |
| Annual return | 32.70% | 71.94%-39.2pp | 1293.02%-1260.3pp | 31.71%+1.0pp |
| Employer contribution / active EE | $2,634 | $2,068+27.4% | $3,262-19.3% | $2,471+6.6% |
| Participant deferral / active EE | $3,567 | $2,938+21.4% | $3,963-10.0% | $3,740-4.6% |
| Admin fee / account holder | $18 | $3,976-99.5% | $5,611-99.7% | $5,306-99.7% |