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.
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 | $27,435 | $99,957-72.6% | $149,696-81.7% | $73,488-62.7% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 60.91% | 53.87%+7.0pp | 276.60%-215.7pp | 28.51%+32.4pp |
| Employer contribution / active EE | $4,010 | $3,191+25.7% | $4,644-13.6% | $2,270+76.7% |
| Participant deferral / active EE | $8,709 | $6,073+43.4% | $6,842+27.3% | $3,740+132.9% |
| Admin fee / account holder | $1 | $551-99.8% | $9,309-100.0% | $513-99.7% |