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 25 · EIN 13-5570651 | Directed Trustee | $428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,679 | $47,977-31.9% | $154,107-78.8% | $56,287-41.9% |
| Participation rate | 26.4% | 66.2%-39.8pp | 83.0%-56.7pp | 69.9%-43.5pp |
| Annual return | -3.18% | 3.54%-6.7pp | 735.12%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $756 | $2,169-65.1% | $5,298-85.7% | $2,111-64.2% |
| Participant deferral / active EE | $462 | $2,392-80.7% | $5,081-90.9% | $3,350-86.2% |
| Admin fee / account holder | $419 | $438-4.4% | $13,411-96.9% | $521-19.6% |