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.
| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP8 years Service code 10 · EIN 22-1478099 | Accounting | $36,490 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $26,896 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,689 | $29,548+152.8% | $56,411+32.4% | $77,643-3.8% |
| Participation rate | 16.7% | 32.7%-15.9pp | 52.5%-35.7pp | 70.6%-53.8pp |
| Annual return | 11.67% | 19.01%-7.3pp | 1701.33%-1689.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $629 | $568+10.8% | $1,039-39.4% | $2,726-76.9% |
| Participant deferral / active EE | $1,440 | $1,061+35.8% | $1,952-26.2% | $4,647-69.0% |
| Admin fee / account holder | $308 | $1,046-70.5% | $2,829-89.1% | $430-28.4% |