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 | $85,116 | $89,248-4.6% | $136,007-37.4% | $74,495+14.3% |
| Participation rate | 87.5% | 69.4%+18.1pp | 76.5%+11.0pp | 67.2%+20.3pp |
| Annual return | 10.74% | 22.76%-12.0pp | 579.32%-568.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,117 | $2,838-25.4% | $4,217-49.8% | $2,623-19.3% |
| Participant deferral / active EE | $3,859 | $4,598-16.1% | $7,025-45.1% | $4,346-11.2% |
| Admin fee / account holder | $15 | $1,545-99.0% | $6,858-99.8% | $1,942-99.2% |