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 4-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 | $10,511 | $55,415-81.0% | $155,509-93.2% | $74,495-85.9% |
| Participation rate | 90.6% | 61.9%+28.6pp | 78.2%+12.4pp | 67.2%+23.4pp |
| Annual return | 18.87% | 268.50%-249.6pp | 64.67%-45.8pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,128 | $2,267-50.3% | $4,672-75.9% | $2,623-57.0% |
| Participant deferral / active EE | $3,763 | $2,836+32.7% | $5,626-33.1% | $4,346-13.4% |
| Admin fee / account holder | $15 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |