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 | $60,028 | $44,221+35.7% | $121,196-50.5% | $56,287+6.6% |
| Participation rate | 96.4% | 61.1%+35.3pp | 71.7%+24.6pp | 69.9%+26.5pp |
| Annual return | -4.03% | -3.58%-0.5pp | 16.93%-21.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,511 | $1,480+69.7% | $4,022-37.6% | $2,111+18.9% |
| Participant deferral / active EE | $3,101 | $2,521+23.0% | $3,344-7.3% | $3,350-7.4% |
| Admin fee / account holder | $314 | $480-34.5% | $5,019-93.7% | $521-39.6% |