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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,997 | $91,407-91.3% | $135,903-94.1% | $71,457-88.8% |
| Participation rate | 90.5% | 75.7%+14.9pp | 81.9%+8.6pp | 67.9%+22.6pp |
| Annual return | 93.86% | 29.90%+64.0pp | 68.23%+25.6pp | 28.85%+65.0pp |
| Employer contribution / active EE | $2,675 | $3,703-27.8% | $4,856-44.9% | $2,588+3.4% |
| Participant deferral / active EE | $3,309 | $7,092-53.3% | $7,758-57.3% | $4,289-22.8% |
| Admin fee / account holder | $14 | $1,266-98.9% | $10,762-99.9% | $1,587-99.1% |