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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $133,943 | $71,883+86.3% | $86,677+54.5% | $68,494+95.6% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -14.97% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,473 | $2,173+59.8% | $2,836+22.5% | $2,596+33.8% |
| Participant deferral / active EE | $3,880 | $3,779+2.7% | $4,656-16.7% | $4,027-3.7% |
| Admin fee / account holder | $321 | $6,112-94.8% | $7,493-95.7% | $5,403-94.1% |