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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,657 |
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 | $45,594 | $84,487-46.0% | $125,339-63.6% | $66,914-31.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.02% | -8.39%-7.6pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,930 | $3,553-17.5% | $4,814-39.1% | $2,544+15.2% |
| Participant deferral / active EE | $5,714 | $6,781-15.7% | $7,446-23.3% | $4,237+34.9% |
| Admin fee / account holder | $341 | $685-50.2% | $10,010-96.6% | $593-42.4% |