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 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 | $53,617 | $39,948+34.2% | $89,391-40.0% | $73,409-27.0% |
| Participation rate | 94.1% | 50.4%+43.7pp | 68.0%+26.2pp | 72.2%+22.0pp |
| Annual return | 13.42% | 50.12%-36.7pp | 245.62%-232.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $7,348 | $1,200+512.4% | $2,586+184.2% | $2,234+229.0% |
| Participant deferral / active EE | $2,144 | $2,193-2.2% | $3,890-44.9% | $3,805-43.6% |
| Admin fee / account holder | $355 | $134+164.5% | $4,881-92.7% | $158+124.9% |