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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,002 | $109,359-22.3% | $162,163-47.6% | $72,985+16.5% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | 16.39% | 25.46%-9.1pp | 115.59%-99.2pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,037 | $3,907-47.9% | $5,614-63.7% | $2,440-16.5% |
| Participant deferral / active EE | $6,155 | $5,481+12.3% | $7,298-15.7% | $3,607+70.6% |
| Admin fee / account holder | $54 | $7,972-99.3% | $10,843-99.5% | $5,124-98.9% |