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 | $200 |
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 | $246,638 | $77,660+217.6% | $109,143+126.0% | $79,386+210.7% |
| Participation rate | 87.2% | 67.8%+19.4pp | 75.9%+11.3pp | 70.7%+16.5pp |
| Annual return | 12.23% | 23.44%-11.2pp | 25.75%-13.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $15,393 | $2,797+450.2% | $3,722+313.6% | $2,427+534.1% |
| Participant deferral / active EE | $5,808 | $3,518+65.1% | $4,653+24.8% | $4,046+43.6% |
| Admin fee / account holder | $405 | $732-44.7% | $6,752-94.0% | $626-35.4% |