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 | $4,308 | $45,566-90.5% | $64,105-93.3% | $59,632-92.8% |
| Participation rate | 89.7% | 60.2%+29.5pp | 68.2%+21.5pp | 68.7%+21.0pp |
| Annual return | -0.95% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $707 | $934-24.3% | $1,820-61.2% | $2,203-67.9% |
| Participant deferral / active EE | $1,267 | $2,057-38.4% | $2,822-55.1% | $3,192-60.3% |
| Admin fee / account holder | $35 | $3,268-98.9% | $4,499-99.2% | $4,297-99.2% |