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 | $70,173 | $66,310+5.8% | $93,606-25.0% | $65,185+7.7% |
| Participation rate | 88.4% | 74.0%+14.4pp | 75.8%+12.6pp | 70.2%+18.2pp |
| Annual return | 2.04% | 42.58%-40.5pp | 32.76%-30.7pp | 29.38%-27.3pp |
| Employer contribution / active EE | $4,172 | $2,012+107.3% | $2,718+53.5% | $2,177+91.7% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $21 | $6,897-99.7% | $7,888-99.7% | $847-97.5% |