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 | $71,019 | $81,248-12.6% | $155,509-54.3% | $80,856-12.2% |
| Participation rate | 74.0% | 66.2%+7.7pp | 78.2%-4.2pp | 67.6%+6.3pp |
| Annual return | 13.26% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,578 | $3,100-49.1% | $4,672-66.2% | $2,755-42.7% |
| Participant deferral / active EE | $2,681 | $3,452-22.3% | $5,626-52.3% | $4,296-37.6% |
| Admin fee / account holder | $543 | $7,997-93.2% | $15,912-96.6% | $6,918-92.2% |