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 | $61,878 | $67,984-9.0% | $65,493-5.5% | $74,304-16.7% |
| Participation rate | 81.7% | 66.3%+15.4pp | 73.1%+8.6pp | 60.3%+21.4pp |
| Annual return | 9.95% | 19.87%-9.9pp | 982.45%-972.5pp | 29.43%-19.5pp |
| Employer contribution / active EE | $2,626 | $2,491+5.4% | $2,574+2.0% | $2,241+17.2% |
| Participant deferral / active EE | $4,365 | $3,346+30.4% | $3,961+10.2% | $3,767+15.9% |
| Admin fee / account holder | $14 | $1,373-99.0% | $5,028-99.7% | $2,969-99.5% |