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 | $1,710 |
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).
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 | $46,172 | $101,317-54.4% | $146,958-68.6% | $74,495-38.0% |
| Participation rate | 80.6% | 75.5%+5.1pp | 82.2%-1.6pp | 67.2%+13.4pp |
| Annual return | 23.56% | 8730.91%-8707.3pp | 418.34%-394.8pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $1,165 | $3,810-69.4% | $4,933-76.4% | $2,623-55.6% |
| Participant deferral / active EE | $9,219 | $7,303+26.2% | $8,070+14.2% | $4,346+112.1% |
| Admin fee / account holder | $437 | $1,739-74.9% | $12,998-96.6% | $1,942-77.5% |