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 | $7,730 | $51,197-84.9% | $82,719-90.7% | $66,914-88.4% |
| Participation rate | 97.7% | 67.8%+29.9pp | 72.6%+25.2pp | 69.8%+27.9pp |
| Annual return | -14.78% | -9.64%-5.1pp | 701.18%-716.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $441 | $2,611-83.1% | $3,009-85.4% | $2,544-82.7% |
| Participant deferral / active EE | $1,664 | $3,458-51.9% | $4,395-62.1% | $4,237-60.7% |
| Admin fee / account holder | $16 | $416-96.1% | $5,329-99.7% | $593-97.2% |