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 |
|---|---|---|
401K INVESTMENT PROF.4 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $20,469 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,802 |
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 | $54,087 | $81,460-33.6% | $103,333-47.7% | $80,856-33.1% |
| Participation rate | 71.0% | 66.8%+4.1pp | 74.5%-3.5pp | 67.6%+3.3pp |
| Annual return | 16.71% | 25.55%-8.8pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,469 | $3,105-20.5% | $3,868-36.2% | $2,755-10.4% |
| Participant deferral / active EE | $4,742 | $3,869+22.6% | $5,057-6.2% | $4,296+10.4% |
| Admin fee / account holder | $326 | $6,566-95.0% | $8,355-96.1% | $6,918-95.3% |