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.
Employer contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,775 | $546,767-99.7% | $193,871-99.1% | $546,767-99.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 85.6%+14.4pp | 83.5%+16.5pp |
| Annual return | 181.67% | 10.35%+171.3pp | 15.27%+166.4pp | 10.35%+171.3pp |
| Employer contribution / active EE | $250 | $24,752-99.0% | $4,691-94.7% | $24,752-99.0% |
| Participant deferral / active EE | $167 | $3,964-95.8% | $2,779-94.0% | $3,964-95.8% |
| Admin fee / account holder | $100 | $48,677-99.8% | $12,948-99.2% | $48,677-99.8% |