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 | $60,052 | $78,483-23.5% | $106,201-43.5% | $74,546-19.4% |
| Participation rate | 97.0% | 72.8%+24.2pp | 75.3%+21.7pp | 67.2%+29.8pp |
| Annual return | 8.20% | 15.94%-7.7pp | 116.26%-108.1pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $2,224 | $2,522-11.8% | $3,170-29.8% | $2,624-15.3% |
| Participant deferral / active EE | $4,411 | $4,320+2.1% | $5,012-12.0% | $4,347+1.5% |
| Admin fee / account holder | $43 | $2,236-98.1% | $11,039-99.6% | $1,944-97.8% |