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 | $600 |
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 | $212,269 | $76,670+176.9% | $96,683+119.6% | $71,457+197.1% |
| Participation rate | 88.7% | 66.6%+22.2pp | 74.3%+14.4pp | 67.9%+20.8pp |
| Annual return | 17.61% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $15,293 | $3,031+404.5% | $3,737+309.3% | $2,588+491.0% |
| Participant deferral / active EE | $6,384 | $3,771+69.3% | $4,878+30.9% | $4,289+48.9% |
| Admin fee / account holder | $800 | $2,028-60.6% | $6,730-88.1% | $1,587-49.6% |