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 21 · EIN 66-0561870 | Bank Trustee | $27,933 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,794 | $47,126-66.5% | $149,673-89.4% | $74,419-78.8% |
| Participation rate | 66.7% | 63.4%+3.3pp | 78.8%-12.1pp | 70.7%-4.1pp |
| Annual return | 11.78% | 22.75%-11.0pp | 134.42%-122.6pp | 34.38%-22.6pp |
| Employer contribution / active EE | $224 | $1,905-88.2% | $4,818-95.3% | $2,637-91.5% |
| Participant deferral / active EE | $987 | $2,728-63.8% | $5,680-82.6% | $4,528-78.2% |
| Admin fee / account holder | $70 | $343-79.5% | $13,210-99.5% | $348-79.8% |