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 10-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,687 | $82,202-35.9% | $125,339-58.0% | $64,808-18.7% |
| Participation rate | 77.6% | 77.9%-0.3pp | 82.4%-4.8pp | 71.5%+6.1pp |
| Annual return | -15.92% | 3.48%-19.4pp | 572.05%-588.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,078 | $3,615+40.5% | $4,814+5.5% | $2,506+102.7% |
| Participant deferral / active EE | $8,641 | $7,175+20.4% | $7,446+16.0% | $4,310+100.5% |
| Admin fee / account holder | $182 | $163+11.3% | $10,010-98.2% | $188-3.3% |