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 | $93,778 | $76,050+23.3% | $96,544-2.9% | $71,457+31.2% |
| Participation rate | 94.4% | 74.4%+20.0pp | 76.0%+18.5pp | 67.9%+26.5pp |
| Annual return | 19.25% | 22.81%-3.6pp | 25.84%-6.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,798 | $2,244-19.9% | $2,965-39.4% | $2,588-30.5% |
| Participant deferral / active EE | $6,417 | $4,215+52.2% | $4,851+32.3% | $4,289+49.6% |
| Admin fee / account holder | $368 | $2,707-86.4% | $8,252-95.5% | $1,587-76.8% |