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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,082 | $65,435+383.0% | $86,677+264.7% | $66,914+372.4% |
| Participation rate | 85.8% | 75.5%+10.4pp | 76.6%+9.3pp | 69.8%+16.0pp |
| Annual return | -12.19% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $3,928 | $2,153+82.4% | $2,836+38.5% | $2,544+54.4% |
| Participant deferral / active EE | $7,221 | $4,100+76.1% | $4,656+55.1% | $4,237+70.4% |
| Admin fee / account holder | $516 | $642-19.6% | $7,493-93.1% | $593-13.1% |