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 | $208,908 | $91,407+128.5% | $135,903+53.7% | $71,457+192.4% |
| Participation rate | 98.2% | 75.7%+22.6pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | 19.06% | 29.90%-10.8pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $16,071 | $3,703+334.0% | $4,856+231.0% | $2,588+521.1% |
| Participant deferral / active EE | $9,050 | $7,092+27.6% | $7,758+16.7% | $4,289+111.0% |
| Admin fee / account holder | $450 | $1,266-64.5% | $10,762-95.8% | $1,587-71.7% |