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 15 · EIN 01-0233346 | Recordkeeping | $4,261 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $290,694 | $86,655+235.5% | $119,609+143.0% | $66,914+334.4% |
| Participation rate | 43.3% | 75.6%-32.2pp | 79.3%-35.9pp | 69.8%-26.5pp |
| Annual return | -13.81% | -8.00%-5.8pp | -14.97%+1.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,654 | $2,536-34.8% | $4,232-60.9% | $2,544-35.0% |
| Participant deferral / active EE | $4,773 | $4,358+9.5% | $5,602-14.8% | $4,237+12.7% |
| Admin fee / account holder | $480 | $755-36.3% | $10,323-95.3% | $593-19.0% |