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 | $60,225 | $88,083-31.6% | $164,813-63.5% | $74,495-19.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 11.24% | 17.26%-6.0pp | 69.93%-58.7pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,578 | $2,593-0.6% | $4,341-40.6% | $2,623-1.7% |
| Participant deferral / active EE | $4,845 | $4,498+7.7% | $6,031-19.7% | $4,346+11.5% |
| Admin fee / account holder | $7 | $2,234-99.7% | $12,690-99.9% | $1,942-99.7% |