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 | $450 |
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 | $218,954 | $80,724+171.2% | $103,333+111.9% | $74,495+193.9% |
| Participation rate | 84.6% | 65.7%+18.9pp | 74.5%+10.1pp | 67.2%+17.4pp |
| Annual return | 13.53% | 27.56%-14.0pp | 24.88%-11.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $16,795 | $3,157+431.9% | $3,868+334.2% | $2,623+540.3% |
| Participant deferral / active EE | $7,140 | $3,860+85.0% | $5,057+41.2% | $4,346+64.3% |
| Admin fee / account holder | $799 | $2,368-66.2% | $8,355-90.4% | $1,942-58.8% |