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 | $150 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,409 | $79,694-35.5% | $96,139-46.5% | $79,386-35.2% |
| Participation rate | 35.0% | 54.0%-19.0pp | 68.4%-33.4pp | 70.7%-35.7pp |
| Annual return | 11.59% | 40.84%-29.3pp | 191.94%-180.4pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,238 | $1,443-14.2% | $2,797-55.7% | $2,427-49.0% |
| Participant deferral / active EE | $2,552 | $2,539+0.5% | $4,349-41.3% | $4,046-36.9% |
| Admin fee / account holder | $533 | $630-15.3% | $5,537-90.4% | $626-14.8% |