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.)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $847,078 | $70,667+1098.7% | $123,104+588.1% | $52,331+1518.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 3.79% | 6.23%-2.4pp | 13.22%-9.4pp | 4.54%-0.8pp |
| Employer contribution / active EE | $26,783 | $2,946+809.2% | $5,151+419.9% | $1,882+1323.3% |
| Participant deferral / active EE | $13,682 | $4,493+204.5% | $6,230+119.6% | $3,022+352.7% |
| Admin fee / account holder | $626 | $506+23.6% | $9,015-93.1% | $592+5.8% |