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 | $61,604 | $65,061-5.3% | $143,757-57.1% | $66,914-7.9% |
| Participation rate | 73.8% | 65.2%+8.6pp | 80.3%-6.5pp | 69.8%+4.0pp |
| Annual return | -9.30% | -11.14%+1.8pp | -0.04%-9.3pp | 1.58%-10.9pp |
| Employer contribution / active EE | $2,031 | $2,361-13.9% | $4,951-59.0% | $2,544-20.2% |
| Participant deferral / active EE | $3,543 | $2,919+21.4% | $5,637-37.2% | $4,237-16.4% |
| Admin fee / account holder | $366 | $502-27.0% | $14,673-97.5% | $593-38.2% |