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.
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 | $205,858 | $65,557+214.0% | $64,056+221.4% | $71,457+188.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 10.10% | 18.94%-8.8pp | 33.69%-23.6pp | 28.85%-18.7pp |
| Employer contribution / active EE | $4,315 | $2,669+61.7% | $2,747+57.1% | $2,588+66.8% |
| Participant deferral / active EE | $6,573 | $3,626+81.3% | $3,880+69.4% | $4,289+53.3% |
| Admin fee / account holder | $573 | $616-7.0% | $3,068-81.3% | $1,587-63.9% |