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 27 · EIN 72-0343760 | Advisory (Plan) | $108,712 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $305,159 | $76,552+298.6% | $123,892+146.3% | $62,891+385.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -4.04% | 18.68%-22.7pp | 47.52%-51.6pp | 20.14%-24.2pp |
| Employer contribution / active EE | $3,858 | $2,883+33.8% | $4,617-16.4% | $2,281+69.2% |
| Participant deferral / active EE | $8,600 | $4,840+77.7% | $5,984+43.7% | $3,203+168.5% |
| Admin fee / account holder | $929 | $4,826-80.7% | $8,357-88.9% | $4,296-78.4% |