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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $38,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $128,490 | $71,883+78.7% | $86,677+48.2% | $68,494+87.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.82% | 3.52%-12.3pp | 35.91%-44.7pp | -7.84%-1.0pp |
| Employer contribution / active EE | $7,880 | $2,173+262.6% | $2,836+177.8% | $2,596+203.5% |
| Participant deferral / active EE | $7,029 | $3,779+86.0% | $4,656+51.0% | $4,027+74.5% |
| Admin fee / account holder | $891 | $6,112-85.4% | $7,493-88.1% | $5,403-83.5% |