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 | $7,924 | $56,485-86.0% | $185,823-95.7% | $86,799-90.9% |
| Participation rate | 79.9% | 65.5%+14.4pp | 81.7%-1.8pp | 72.3%+7.6pp |
| Annual return | 16.93% | 118.04%-101.1pp | 122.05%-105.1pp | 97.91%-81.0pp |
| Employer contribution / active EE | $370 | $1,843-79.9% | $5,167-92.8% | $2,405-84.6% |
| Participant deferral / active EE | $1,266 | $2,553-50.4% | $5,568-77.3% | $4,131-69.4% |
| Admin fee / account holder | $6 | $150-96.1% | $16,237-100.0% | $170-96.6% |