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 | $669 |
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.)
Annual investment return 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 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 | $48,087 | $76,000-36.7% | $154,107-68.8% | $64,186-25.1% |
| Participation rate | 69.5% | 70.4%-0.9pp | 83.0%-13.6pp | 69.6%-0.1pp |
| Annual return | -8.18% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,516 | $3,351-24.9% | $5,298-52.5% | $2,381+5.7% |
| Participant deferral / active EE | $4,750 | $3,175+49.6% | $5,081-6.5% | $3,470+36.9% |
| Admin fee / account holder | $403 | $5,596-92.8% | $13,411-97.0% | $4,888-91.8% |