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 | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,683 | $31,679-69.4% | $74,701-87.0% | $65,185-85.1% |
| Participation rate | 13.1% | 40.4%-27.2pp | 54.5%-41.4pp | 70.2%-57.1pp |
| Annual return | 31.31% | 39.04%-7.7pp | 752.92%-721.6pp | 29.38%+1.9pp |
| Employer contribution / active EE | $865 | $566+52.8% | $1,084-20.2% | $2,177-60.3% |
| Participant deferral / active EE | $315 | $1,191-73.5% | $1,964-83.9% | $3,514-91.0% |
| Admin fee / account holder | $377 | $379-0.4% | $3,333-88.7% | $847-55.4% |