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 |
|---|---|---|
DEAN FINANCIAL SERVICES4 years Service code 15 · EIN 31-0861689 | Recordkeeping | $15,390 |
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 | $60,251 | $65,322-7.8% | $70,449-14.5% | $73,488-18.0% |
| Participation rate | 29.4% | 77.0%-47.5pp | 75.1%-45.6pp | 70.7%-41.3pp |
| Annual return | 12.22% | 15.71%-3.5pp | 109.03%-96.8pp | 28.51%-16.3pp |
| Employer contribution / active EE | $757 | $2,460-69.2% | $2,737-72.3% | $2,270-66.7% |
| Participant deferral / active EE | $700 | $3,375-79.3% | $3,709-81.1% | $3,740-81.3% |
| Admin fee / account holder | $368 | $214+71.9% | $3,845-90.4% | $513-28.3% |