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 | $50,032 | $69,515-28.0% | $86,874-42.4% | $85,850-41.7% |
| Participation rate | 89.2% | 66.3%+22.8pp | 71.6%+17.5pp | 69.3%+19.8pp |
| Annual return | 14.16% | 20.12%-6.0pp | 63.52%-49.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,301 | $1,880+22.4% | $2,495-7.8% | $2,565-10.3% |
| Participant deferral / active EE | $4,012 | $2,919+37.5% | $3,699+8.5% | $3,952+1.5% |
| Admin fee / account holder | $318 | $5,972-94.7% | $5,828-94.5% | $6,260-94.9% |