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 | $16,160 | $37,196-56.6% | $154,107-89.5% | $55,725-71.0% |
| Participation rate | 98.5% | 64.1%+34.5pp | 83.0%+15.5pp | 70.9%+27.7pp |
| Annual return | -15.40% | 1319.68%-1335.1pp | 735.12%-750.5pp | 244.93%-260.3pp |
| Employer contribution / active EE | $2,059 | $1,614+27.6% | $5,298-61.1% | $2,078-0.9% |
| Participant deferral / active EE | $1,204 | $2,068-41.8% | $5,081-76.3% | $3,356-64.1% |
| Admin fee / account holder | $114 | $102+12.4% | $13,411-99.1% | $115-0.9% |