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 |
|---|---|---|
SS&C1 year Service code 28 P INV20250930-1034-5703-A · BRAINTREE, MA 021848747 | Investment Management | $5,274 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,326 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,302 | $109,881-42.4% | $150,045-57.8% | $84,808-25.4% |
| Participation rate | 69.4% | 76.1%-6.7pp | 82.3%-12.9pp | 68.3%+1.1pp |
| Annual return | 23.57% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $507 | $3,561-85.8% | $4,693-89.2% | $2,631-80.7% |
| Participant deferral / active EE | $6,811 | $6,636+2.6% | $7,997-14.8% | $4,212+61.7% |
| Admin fee / account holder | $100 | $8,568-98.8% | $13,435-99.3% | $7,344-98.6% |