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 6-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 | $14,109 | $50,458-72.0% | $159,960-91.2% | $64,808-78.2% |
| Participation rate | 92.4% | 68.0%+24.3pp | 78.0%+14.4pp | 71.5%+20.9pp |
| Annual return | 4.25% | -13.42%+17.7pp | 408.60%-404.4pp | 32.82%-28.6pp |
| Employer contribution / active EE | $2,320 | $1,722+34.7% | $4,226-45.1% | $2,506-7.4% |
| Participant deferral / active EE | $3,769 | $4,004-5.8% | $6,182-39.0% | $4,310-12.5% |
| Admin fee / account holder | $5 | $706-99.4% | $8,698-99.9% | $188-97.6% |