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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,425 | $25,014+69.6% | $69,701-39.1% | $80,874-47.5% |
| Participation rate | 91.7% | 64.2%+27.4pp | 66.4%+25.2pp | 67.6%+24.0pp |
| Annual return | 9.52% | 19.07%-9.5pp | 100.32%-90.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,762 | $993+77.4% | $1,713+2.8% | $2,756-36.1% |
| Participant deferral / active EE | $2,489 | $1,839+35.3% | $2,887-13.8% | $4,297-42.1% |
| Admin fee / account holder | $355 | $2,488-85.8% | $4,717-92.5% | $6,935-94.9% |