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 15 · EIN 01-0233346 | Recordkeeping | $1,694 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,983 | $80,724+6.5% | $103,333-16.8% | $74,495+15.4% |
| Participation rate | 98.0% | 65.7%+32.3pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 12.58% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,647 | $3,157-47.8% | $3,868-57.4% | $2,623-37.2% |
| Participant deferral / active EE | $7,419 | $3,860+92.2% | $5,057+46.7% | $4,346+70.7% |
| Admin fee / account holder | $421 | $2,368-82.2% | $8,355-95.0% | $1,942-78.3% |