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 | $0 |
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 | $75,761 | $63,764+18.8% | $81,930-7.5% | $79,858-5.1% |
| Participation rate | 88.8% | 67.5%+21.3pp | 72.0%+16.8pp | 69.6%+19.1pp |
| Annual return | 17.47% | 22.66%-5.2pp | 29.49%-12.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,209 | $1,795+23.1% | $4,310-48.7% | $2,471-10.6% |
| Participant deferral / active EE | $3,797 | $2,780+36.6% | $7,107-46.6% | $3,740+1.5% |
| Admin fee / account holder | $379 | $4,426-91.4% | $5,158-92.7% | $5,306-92.9% |