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 9-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.)
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 | $65,486 | $80,724-18.9% | $103,333-36.6% | $74,495-12.1% |
| Participation rate | 82.6% | 65.7%+16.9pp | 74.5%+8.1pp | 67.2%+15.4pp |
| Annual return | 11.65% | 27.56%-15.9pp | 24.88%-13.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,969 | $3,157-6.0% | $3,868-23.2% | $2,623+13.2% |
| Participant deferral / active EE | $6,688 | $3,860+73.3% | $5,057+32.2% | $4,346+53.9% |
| Admin fee / account holder | $678 | $2,368-71.4% | $8,355-91.9% | $1,942-65.1% |