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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,776 | $72,492+84.5% | $87,100+53.6% | $72,985+83.3% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 15.78% | 24.46%-8.7pp | 28.19%-12.4pp | 81.00%-65.2pp |
| Employer contribution / active EE | $2,719 | $1,894+43.6% | $2,521+7.8% | $2,440+11.4% |
| Participant deferral / active EE | $2,868 | $3,270-12.3% | $4,049-29.2% | $3,607-20.5% |
| Admin fee / account holder | $8 | $5,055-99.8% | $7,497-99.9% | $5,124-99.8% |