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 | $208 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,868 | $73,867-46.0% | $143,757-72.3% | $68,494-41.8% |
| Participation rate | 22.9% | 66.7%-43.7pp | 80.3%-57.4pp | 67.9%-45.0pp |
| Annual return | -13.87% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,022 | $3,184-67.9% | $4,951-79.4% | $2,596-60.6% |
| Participant deferral / active EE | $702 | $3,384-79.2% | $5,637-87.5% | $4,027-82.6% |
| Admin fee / account holder | $432 | $5,755-92.5% | $14,673-97.1% | $5,403-92.0% |