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 7-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 | $9,601 | $42,894-77.6% | $60,874-84.2% | $68,494-86.0% |
| Participation rate | 77.4% | 66.8%+10.6pp | 73.1%+4.3pp | 67.9%+9.5pp |
| Annual return | -14.30% | -13.98%-0.3pp | 16.90%-31.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $930 | $1,978-53.0% | $2,701-65.6% | $2,596-64.2% |
| Participant deferral / active EE | $2,087 | $2,867-27.2% | $3,817-45.3% | $4,027-48.2% |
| Admin fee / account holder | $34 | $3,101-98.9% | $3,224-98.9% | $5,403-99.4% |