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 15 · EIN 01-0233346 | Recordkeeping | $1,275 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,440 | $50,199+2.5% | $70,092-26.6% | $66,914-23.1% |
| Participation rate | 97.9% | 66.3%+31.6pp | 70.5%+27.4pp | 69.8%+28.1pp |
| Annual return | -11.50% | -13.85%+2.3pp | 190.73%-202.2pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,544 | $1,864-17.2% | $2,559-39.7% | $2,544-39.3% |
| Participant deferral / active EE | $1,633 | $3,112-47.5% | $3,849-57.6% | $4,237-61.5% |
| Admin fee / account holder | $345 | $600-42.5% | $6,267-94.5% | $593-41.9% |