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 | $1,296 |
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 | $40,240 | $42,886-6.2% | $88,946-54.8% | $85,563-53.0% |
| Participation rate | 23.2% | 37.9%-14.7pp | 68.8%-45.6pp | 66.0%-42.8pp |
| Annual return | 17.79% | 44.56%-26.8pp | 57.82%-40.0pp | 31.51%-13.7pp |
| Employer contribution / active EE | $773 | $1,147-32.6% | $2,555-69.8% | $2,654-70.9% |
| Participant deferral / active EE | $1,229 | $2,108-41.7% | $4,581-73.2% | $4,375-71.9% |
| Admin fee / account holder | $415 | $2,263-81.7% | $8,261-95.0% | $834-50.3% |