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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,630 | $136,307-52.6% | $177,821-63.7% | $73,488-12.1% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.7%+10.5pp | 70.7%+27.6pp |
| Annual return | 2.51% | 18.68%-16.2pp | 48.32%-45.8pp | 28.51%-26.0pp |
| Employer contribution / active EE | $2,281 | $3,712-38.6% | $5,918-61.5% | $2,270+0.5% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |