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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,760 | $51,175-0.8% | $70,515-28.0% | $75,163-32.5% |
| Participation rate | 96.7% | 60.9%+35.7pp | 68.3%+28.3pp | 67.2%+29.5pp |
| Annual return | -46.67% | 30.02%-76.7pp | 32.77%-79.4pp | 160.62%-207.3pp |
| Employer contribution / active EE | $4,831 | $1,826+164.5% | $2,973+62.5% | $2,670+80.9% |
| Participant deferral / active EE | $6,697 | $2,849+135.1% | $4,567+46.7% | $4,125+62.4% |
| Admin fee / account holder | $570 | $4,091-86.1% | $6,412-91.1% | $5,651-89.9% |