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 | $1,063,654 | $89,739+1085.3% | $149,718+610.4% | $62,292+1607.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.98% | 21.01%-1.0pp | 1501.63%-1481.6pp | 28.90%-8.9pp |
| Employer contribution / active EE | $28,433 | $3,233+779.5% | $5,445+422.2% | $2,042+1292.3% |
| Participant deferral / active EE | $14,173 | $4,797+195.4% | $6,569+115.8% | $3,169+347.2% |
| Admin fee / account holder | $1,441 | $551+161.4% | $11,283-87.2% | $479+200.6% |