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 17 · EIN 36-3036100 | Pension Consulting | $1,750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $525 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,324 | $54,590-11.5% | $81,930-41.0% | $73,488-34.2% |
| Participation rate | 77.5% | 68.3%+9.1pp | 72.0%+5.5pp | 70.7%+6.8pp |
| Annual return | 14.30% | 17.74%-3.4pp | 29.49%-15.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,445 | $1,636-11.7% | $4,310-66.5% | $2,270-36.3% |
| Participant deferral / active EE | $2,154 | $2,759-21.9% | $7,107-69.7% | $3,740-42.4% |
| Admin fee / account holder | $484 | $592-18.2% | $5,158-90.6% | $513-5.6% |