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 60 · EIN 04-2647786 | Sub-TA Fees | $3,467 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,137 | $34,308+72.4% | $74,701-20.8% | $72,985-19.0% |
| Participation rate | 30.8% | 42.4%-11.6pp | 54.5%-23.7pp | 69.5%-38.7pp |
| Annual return | 18.58% | 26.58%-8.0pp | 752.92%-734.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $304 | $692-56.1% | $1,084-72.0% | $2,440-87.6% |
| Participant deferral / active EE | $851 | $1,271-33.1% | $1,964-56.7% | $3,607-76.4% |
| Admin fee / account holder | $406 | $2,124-80.9% | $3,333-87.8% | $5,124-92.1% |