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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,775 | $47,722-69.0% | $82,719-82.1% | $64,808-77.2% |
| Participation rate | 68.5% | 67.6%+0.8pp | 72.6%-4.1pp | 71.5%-3.0pp |
| Annual return | -11.91% | -13.05%+1.1pp | 701.18%-713.1pp | 32.82%-44.7pp |
| Employer contribution / active EE | $652 | $2,179-70.1% | $3,009-78.3% | $2,506-74.0% |
| Participant deferral / active EE | $989 | $3,329-70.3% | $4,395-77.5% | $4,310-77.0% |
| Admin fee / account holder | $6 | $143-95.7% | $5,329-99.9% | $188-96.7% |