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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $113,741 | $84,936+33.9% | $111,297+2.2% | $79,386+43.3% |
| Participation rate | 92.5% | 75.9%+16.6pp | 77.3%+15.1pp | 70.7%+21.7pp |
| Annual return | 12.42% | 17.45%-5.0pp | 54.65%-42.2pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,435 | $1,979+23.0% | $2,731-10.8% | $2,427+0.3% |
| Participant deferral / active EE | $5,159 | $3,888+32.7% | $4,487+15.0% | $4,046+27.5% |
| Admin fee / account holder | $17 | $537-96.9% | $7,964-99.8% | $626-97.3% |