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.)
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 | $57,440 | $61,058-5.9% | $71,209-19.3% | $85,563-32.9% |
| Participation rate | 95.4% | 58.6%+36.9pp | 73.8%+21.7pp | 66.0%+29.5pp |
| Annual return | 17.42% | 100.41%-83.0pp | 282.51%-265.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $3,408 | $2,199+55.0% | $2,721+25.2% | $2,654+28.4% |
| Participant deferral / active EE | $4,847 | $3,173+52.8% | $4,175+16.1% | $4,375+10.8% |
| Admin fee / account holder | $418 | $855-51.1% | $5,349-92.2% | $834-49.9% |