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 | $46,005 | $69,848-34.1% | $115,756-60.3% | $66,914-31.2% |
| Participation rate | 86.4% | 70.6%+15.8pp | 77.1%+9.3pp | 69.8%+16.6pp |
| Annual return | -19.06% | 969.66%-988.7pp | 143.14%-162.2pp | 1.58%-20.6pp |
| Employer contribution / active EE | $3,649 | $2,613+39.7% | $3,793-3.8% | $2,544+43.4% |
| Participant deferral / active EE | $6,929 | $4,274+62.1% | $6,254+10.8% | $4,237+63.5% |
| Admin fee / account holder | $15 | $337-95.6% | $8,124-99.8% | $593-97.5% |