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 64 · EIN 84-0467907 | Recordkeeping Fees | $8,660 |
LPL FINANCIAL1 year Service code 27 | Advisory (Plan) | $5,847 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,560 | $211,958-55.4% | $169,463-44.2% | $135,375-30.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.31% | 3.26%-5.6pp | 1.83%-4.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $8,754 | $5,120+71.0% | $4,159+110.5% | $4,779+83.2% |
| Participant deferral / active EE | $4,655 | $6,075-23.4% | $5,277-11.8% | $5,609-17.0% |
| Admin fee / account holder | $3,974 | $11,471-65.4% | $9,109-56.4% | $10,827-63.3% |