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 |
|---|---|---|
BENECO SYSTEMS, LLC7 years Service code 17 · EIN 41-2046279 | Pension Consulting | $43,482 |
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,047 | $76,670-38.6% | $96,683-51.3% | $71,457-34.2% |
| Participation rate | 73.9% | 66.6%+7.3pp | 74.3%-0.5pp | 67.9%+6.0pp |
| Annual return | 18.27% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,905 | $3,031-4.2% | $3,737-22.3% | $2,588+12.3% |
| Participant deferral / active EE | $1,516 | $3,771-59.8% | $4,878-68.9% | $4,289-64.7% |
| Admin fee / account holder | $306 | $2,028-84.9% | $6,730-95.4% | $1,587-80.7% |