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 |
|---|---|---|
NATIONWIDE1 year Service code 15 | Recordkeeping | $5,861 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,051 | $144,119-2.8% | $117,854+18.8% | $147,584-5.1% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 19.70% | 531.15%-511.4pp | 335.08%-315.4pp | 578.55%-558.9pp |
| Employer contribution / active EE | $705 | $4,896-85.6% | $3,786-81.4% | $4,876-85.5% |
| Participant deferral / active EE | $5,039 | $5,316-5.2% | $4,482+12.4% | $5,439-7.4% |
| Admin fee / account holder | $3,511 | $10,886-67.8% | $8,020-56.2% | $10,885-67.7% |