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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,056 | $56,972+107.2% | $182,532-35.3% | $65,185+81.1% |
| Participation rate | 77.2% | 66.5%+10.7pp | 78.0%-0.7pp | 70.2%+7.0pp |
| Annual return | 20.78% | 27.67%-6.9pp | 148.54%-127.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,899 | $1,615+79.6% | $4,076-28.9% | $2,177+33.2% |
| Participant deferral / active EE | $5,039 | $3,526+42.9% | $5,524-8.8% | $3,514+43.4% |
| Admin fee / account holder | $374 | $528-29.1% | $8,592-95.6% | $847-55.8% |