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 | $47,429 | $61,272-22.6% | $149,673-68.3% | $71,457-33.6% |
| Participation rate | 76.5% | 62.5%+14.0pp | 78.8%-2.2pp | 67.9%+8.6pp |
| Annual return | 8.10% | 35.85%-27.7pp | 134.42%-126.3pp | 28.85%-20.7pp |
| Employer contribution / active EE | $1,880 | $2,378-20.9% | $4,818-61.0% | $2,588-27.3% |
| Participant deferral / active EE | $3,010 | $2,917+3.2% | $5,680-47.0% | $4,289-29.8% |
| Admin fee / account holder | $232 | $1,261-81.6% | $13,210-98.2% | $1,587-85.4% |