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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $31,623 | $67,984-53.5% | $65,493-51.7% | $74,304-57.4% |
| Participation rate | 65.2% | 66.3%-1.1pp | 73.1%-7.9pp | 60.3%+4.8pp |
| Annual return | 13.95% | 19.87%-5.9pp | 982.45%-968.5pp | 29.43%-15.5pp |
| Employer contribution / active EE | $520 | $2,491-79.1% | $2,574-79.8% | $2,241-76.8% |
| Participant deferral / active EE | $1,282 | $3,346-61.7% | $3,961-67.6% | $3,767-66.0% |
| Admin fee / account holder | $155 | $1,373-88.7% | $5,028-96.9% | $2,969-94.8% |