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 | $17,996 | $62,928-71.4% | $172,739-89.6% | $67,579-73.4% |
| Participation rate | 98.3% | 64.5%+33.8pp | 82.6%+15.6pp | 71.3%+27.0pp |
| Annual return | 12.48% | 30.36%-17.9pp | 802.84%-790.4pp | 378.56%-366.1pp |
| Employer contribution / active EE | $2,475 | $1,636+51.3% | $5,143-51.9% | $2,148+15.2% |
| Participant deferral / active EE | $2,157 | $2,145+0.6% | $5,198-58.5% | $3,539-39.0% |
| Admin fee / account holder | $141 | $167-15.4% | $13,954-99.0% | $142-1.0% |