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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,014 | $65,082+32.2% | $81,367+5.7% | $59,632+44.2% |
| Participation rate | 94.6% | 76.0%+18.6pp | 82.3%+12.3pp | 68.7%+25.9pp |
| Annual return | -43.06% | 1.16%-44.2pp | -0.92%-42.1pp | 2041.28%-2084.3pp |
| Employer contribution / active EE | $4,598 | $2,934+56.7% | $3,930+17.0% | $2,203+108.8% |
| Participant deferral / active EE | $12,106 | $4,083+196.5% | $5,383+124.9% | $3,192+279.3% |
| Admin fee / account holder | $482 | $7,582-93.6% | $8,926-94.6% | $4,297-88.8% |