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 |
|---|---|---|
FRANKLIN STREET ADVISORS1 year Service code 27 · EIN 56-1749652 | Advisory (Plan) | $22,723 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,624 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,452 | $77,660-28.6% | $109,143-49.2% | $79,386-30.1% |
| Participation rate | 54.7% | 67.8%-13.1pp | 75.9%-21.2pp | 70.7%-16.0pp |
| Annual return | 13.22% | 23.44%-10.2pp | 25.75%-12.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $916 | $2,797-67.3% | $3,722-75.4% | $2,427-62.3% |
| Participant deferral / active EE | $2,173 | $3,518-38.2% | $4,653-53.3% | $4,046-46.3% |
| Admin fee / account holder | $449 | $732-38.6% | $6,752-93.3% | $626-28.3% |