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 | $1,439 | $25,014-94.2% | $69,647-97.9% | $80,856-98.2% |
| Participation rate | 78.9% | 64.2%+14.7pp | 66.5%+12.5pp | 67.6%+11.3pp |
| Annual return | 16.20% | 19.07%-2.9pp | 100.48%-84.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $679 | $993-31.6% | $1,712-60.3% | $2,755-75.3% |
| Participant deferral / active EE | $1,411 | $1,839-23.3% | $2,886-51.1% | $4,296-67.2% |
| Admin fee / account holder | $6 | $2,488-99.8% | $4,713-99.9% | $6,918-99.9% |