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 | $66,039 | $67,984-2.9% | $65,493+0.8% | $74,304-11.1% |
| Participation rate | 94.1% | 66.3%+27.8pp | 73.1%+21.0pp | 60.3%+33.7pp |
| Annual return | 8.29% | 19.87%-11.6pp | 982.45%-974.2pp | 29.43%-21.1pp |
| Employer contribution / active EE | $1,425 | $2,491-42.8% | $2,574-44.6% | $2,241-36.4% |
| Participant deferral / active EE | $2,020 | $3,346-39.6% | $3,961-49.0% | $3,767-46.4% |
| Admin fee / account holder | $64 | $1,373-95.3% | $5,028-98.7% | $2,969-97.8% |