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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,225 | $65,908-52.6% | $81,812-61.8% | $77,643-59.8% |
| Participation rate | 81.2% | 65.8%+15.4pp | 72.3%+8.9pp | 70.6%+10.6pp |
| Annual return | 5.54% | 26.64%-21.1pp | 773.79%-768.2pp | 31.24%-25.7pp |
| Employer contribution / active EE | $2,142 | $2,370-9.6% | $2,912-26.4% | $2,726-21.4% |
| Participant deferral / active EE | $1,340 | $3,505-61.8% | $4,319-69.0% | $4,647-71.2% |
| Admin fee / account holder | $24 | $526-95.4% | $7,386-99.7% | $430-94.4% |