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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,835 | $49,177-90.2% | $79,464-93.9% | $64,186-92.5% |
| Participation rate | 89.4% | 65.0%+24.3pp | 73.3%+16.0pp | 69.6%+19.8pp |
| Annual return | 0.25% | -1.16%+1.4pp | 718.14%-717.9pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,924 | $2,076-7.3% | $2,800-31.3% | $2,381-19.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16 | $3,839-99.6% | $5,113-99.7% | $4,888-99.7% |