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 | $64,885 | $91,407-29.0% | $135,903-52.3% | $71,457-9.2% |
| Participation rate | 93.2% | 75.7%+17.5pp | 81.9%+11.3pp | 67.9%+25.2pp |
| Annual return | 24.08% | 29.90%-5.8pp | 68.23%-44.2pp | 28.85%-4.8pp |
| Employer contribution / active EE | $2,797 | $3,703-24.5% | $4,856-42.4% | $2,588+8.1% |
| Participant deferral / active EE | $8,967 | $7,092+26.4% | $7,758+15.6% | $4,289+109.1% |
| Admin fee / account holder | $373 | $1,266-70.5% | $10,762-96.5% | $1,587-76.5% |