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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,957 | $104,475+11.0% | $159,436-27.3% | $79,386+46.1% |
| Participation rate | 81.7% | 76.6%+5.1pp | 82.8%-1.1pp | 70.7%+11.0pp |
| Annual return | 16.45% | 67.95%-51.5pp | 263.57%-247.1pp | 116.85%-100.4pp |
| Employer contribution / active EE | $4,749 | $3,417+39.0% | $4,829-1.7% | $2,427+95.6% |
| Participant deferral / active EE | $10,469 | $6,467+61.9% | $7,352+42.4% | $4,046+158.8% |
| Admin fee / account holder | $493 | $711-30.6% | $10,799-95.4% | $626-21.2% |