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 9-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 | $27,574 | $125,758-78.1% | $169,993-83.8% | $75,163-63.3% |
| Participation rate | 91.0% | 83.6%+7.4pp | 87.0%+4.0pp | 67.2%+23.8pp |
| Annual return | 24.77% | 27.20%-2.4pp | 53.37%-28.6pp | 160.62%-135.8pp |
| Employer contribution / active EE | $3,851 | $4,615-16.5% | $6,785-43.2% | $2,670+44.2% |
| Participant deferral / active EE | $6,597 | $6,837-3.5% | $10,408-36.6% | $4,125+59.9% |
| Admin fee / account holder | $31 | $8,173-99.6% | $12,815-99.8% | $5,651-99.4% |