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 | $16,503 |
Service code 26 · EIN 85-4075553 | Advisory (Participants) | $11,031 |
Service code 13 · EIN 59-3033722 | Contract Administrator | $1,575 |
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 | $23,160 | $64,707-64.2% | $112,228-79.4% | $68,494-66.2% |
| Participation rate | 76.1% | 67.2%+8.9pp | 75.1%+1.0pp | 67.9%+8.2pp |
| Annual return | -22.53% | -11.40%-11.1pp | 27.45%-50.0pp | -7.84%-14.7pp |
| Employer contribution / active EE | $699 | $2,746-74.6% | $3,635-80.8% | $2,596-73.1% |
| Participant deferral / active EE | $2,795 | $3,565-21.6% | $4,728-40.9% | $4,027-30.6% |
| Admin fee / account holder | $316 | $5,232-94.0% | $6,410-95.1% | $5,403-94.1% |