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 99 · EIN 71-0294708 | Other Fees | $51,615 |
Service code 99 · EIN 47-1411118 | Other Fees | $25,652 |
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 | $100,092 | $100,923-0.8% | $150,045-33.3% | $74,304+34.7% |
| Participation rate | 55.9% | 70.1%-14.2pp | 82.3%-26.5pp | 60.3%-4.5pp |
| Annual return | 16.66% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,051 | $3,463-40.8% | $4,693-56.3% | $2,241-8.5% |
| Participant deferral / active EE | $5,534 | $6,709-17.5% | $7,997-30.8% | $3,767+46.9% |
| Admin fee / account holder | $445 | $2,767-83.9% | $13,435-96.7% | $2,969-85.0% |