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 5-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 | $2,936 | $55,415-94.7% | $155,509-98.1% | $74,495-96.1% |
| Participation rate | 87.7% | 61.9%+25.8pp | 78.2%+9.5pp | 67.2%+20.5pp |
| Annual return | 25.70% | 268.50%-242.8pp | 64.67%-39.0pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $527 | $2,267-76.7% | $4,672-88.7% | $2,623-79.9% |
| Participant deferral / active EE | $830 | $2,836-70.7% | $5,626-85.2% | $4,346-80.9% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |