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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 84-4103551 | Accounting | $10,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,085 | $91,190+124.9% | $178,490+14.9% | $79,858+156.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.76% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $7,035 | $3,256+116.1% | $5,011+40.4% | $2,471+184.7% |
| Participant deferral / active EE | $5,187 | $3,236+60.3% | $5,202-0.3% | $3,740+38.7% |
| Admin fee / account holder | $457 | $6,751-93.2% | $13,984-96.7% | $5,306-91.4% |