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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,535,395 | $122,239+1156.1% | $184,203+733.5% | $74,495+1961.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.97% | 19.95%-9.0pp | 28.81%-17.8pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $35,092 | $4,537+673.4% | $6,427+446.0% | $2,623+1237.9% |
| Participant deferral / active EE | $15,107 | $7,139+111.6% | $9,131+65.4% | $4,346+247.6% |
| Admin fee / account holder | $2,040 | $1,260+61.9% | $13,901-85.3% | $1,942+5.0% |