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 3-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 | $1,735 | $25,014-93.1% | $69,647-97.5% | $80,856-97.9% |
| Participation rate | 83.5% | 64.2%+19.3pp | 66.5%+17.1pp | 67.6%+15.9pp |
| Annual return | 16.96% | 19.07%-2.1pp | 100.48%-83.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $798 | $993-19.6% | $1,712-53.4% | $2,755-71.0% |
| Participant deferral / active EE | $1,675 | $1,839-8.9% | $2,886-42.0% | $4,296-61.0% |
| Admin fee / account holder | $6 | $2,488-99.7% | $4,713-99.9% | $6,918-99.9% |