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 7-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 | $91,854 | $88,122+4.2% | $141,162-34.9% | $67,579+35.9% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 26.41% | 75.40%-49.0pp | 71.39%-45.0pp | 378.56%-352.1pp |
| Employer contribution / active EE | $1,944 | $3,224-39.7% | $4,735-59.0% | $2,148-9.5% |
| Participant deferral / active EE | $6,434 | $5,958+8.0% | $6,709-4.1% | $3,539+81.8% |
| Admin fee / account holder | $400 | $131+205.9% | $10,261-96.1% | $142+181.4% |