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 3-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 19 · EIN 51-0396365 | Securities Custodian | $892 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,661 | $50,815-90.8% | $155,509-97.0% | $77,643-94.0% |
| Participation rate | 90.0% | 63.1%+26.9pp | 78.2%+11.9pp | 70.6%+19.5pp |
| Annual return | 40.05% | 34.80%+5.2pp | 64.67%-24.6pp | 31.24%+8.8pp |
| Employer contribution / active EE | $489 | $1,993-75.5% | $4,672-89.5% | $2,726-82.1% |
| Participant deferral / active EE | $1,764 | $2,822-37.5% | $5,626-68.6% | $4,647-62.0% |
| Admin fee / account holder | $1 | $437-99.8% | $15,912-100.0% | $430-99.8% |