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 |
|---|---|---|
BORIS BENIC AND ASSOCIATES LLP3+ years Service code 10 · EIN 54-2190047 | Accounting | $20,647 |
BDG-CPAS1 year Service code 27 · EIN 22-2625944 | Advisory (Plan) | $19,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,739 | $50,637+16.0% | $86,590-32.2% | $62,292-5.7% |
| Participation rate | 48.5% | 67.9%-19.4pp | 73.5%-25.0pp | 69.5%-21.0pp |
| Annual return | 20.00% | 20.80%-0.8pp | 964.84%-944.8pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,040 | $2,075-49.9% | $2,839-63.4% | $2,042-49.1% |
| Participant deferral / active EE | $2,905 | $2,611+11.3% | $3,609-19.5% | $3,169-8.3% |
| Admin fee / account holder | $468 | $413+13.2% | $4,906-90.5% | $479-2.4% |