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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,980 | $52,953+509.9% | $172,739+87.0% | $65,185+395.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.95% | 30.12%-12.2pp | 802.84%-784.9pp | 29.38%-11.4pp |
| Employer contribution / active EE | $11,147 | $2,190+409.1% | $5,143+116.8% | $2,177+412.1% |
| Participant deferral / active EE | $8,240 | $2,471+233.5% | $5,198+58.5% | $3,514+134.5% |
| Admin fee / account holder | $1,741 | $472+268.9% | $13,954-87.5% | $847+105.5% |