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 6-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 P.O. BOX 60 · BUFFALO, NY 142010600 | Recordkeeping | $954 |
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 | $31,290 | $45,031-30.5% | $84,966-63.2% | $77,643-59.7% |
| Participation rate | 21.7% | 48.7%-26.9pp | 67.5%-45.8pp | 70.6%-48.8pp |
| Annual return | 13.71% | 79.22%-65.5pp | 66.38%-52.7pp | 31.24%-17.5pp |
| Employer contribution / active EE | $665 | $1,609-58.7% | $2,727-75.6% | $2,726-75.6% |
| Participant deferral / active EE | $1,085 | $2,807-61.4% | $4,519-76.0% | $4,647-76.7% |
| Admin fee / account holder | $332 | $912-63.6% | $6,149-94.6% | $430-22.9% |