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 6-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,913 |
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 | $38,558 | $100,923-61.8% | $150,045-74.3% | $74,304-48.1% |
| Participation rate | 86.4% | 70.1%+16.4pp | 82.3%+4.1pp | 60.3%+26.1pp |
| Annual return | 27.51% | 51.77%-24.3pp | 62.55%-35.0pp | 29.43%-1.9pp |
| Employer contribution / active EE | $3,378 | $3,463-2.5% | $4,693-28.0% | $2,241+50.7% |
| Participant deferral / active EE | $7,709 | $6,709+14.9% | $7,997-3.6% | $3,767+104.6% |
| Admin fee / account holder | $354 | $2,767-87.2% | $13,435-97.4% | $2,969-88.1% |