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 52 · EIN 35-0145825 | Indirect Investment Fees | $29,713 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,067 | $58,879-69.3% | $178,490-89.9% | $73,488-75.4% |
| Participation rate | 96.8% | 66.2%+30.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 18.69% | 24.86%-6.2pp | 151.07%-132.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $291 | $2,236-87.0% | $5,011-94.2% | $2,270-87.2% |
| Participant deferral / active EE | $1,156 | $2,567-55.0% | $5,202-77.8% | $3,740-69.1% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |