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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,908 | $58,879+485.8% | $178,490+93.2% | $73,488+369.3% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 12.15% | 24.86%-12.7pp | 151.07%-138.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $11,355 | $2,236+407.8% | $5,011+126.6% | $2,270+400.2% |
| Participant deferral / active EE | $7,993 | $2,567+211.3% | $5,202+53.7% | $3,740+113.7% |
| Admin fee / account holder | $1,720 | $400+329.5% | $13,984-87.7% | $513+235.1% |