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 13 · EIN 42-0127290 | Contract Administrator | $49,524 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $28,238 |
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 | $53,264 | $84,487-37.0% | $125,339-57.5% | $66,914-20.4% |
| Participation rate | 89.2% | 76.4%+12.8pp | 82.4%+6.8pp | 69.8%+19.4pp |
| Annual return | -16.04% | -8.39%-7.7pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,688 | $3,553-52.5% | $4,814-64.9% | $2,544-33.7% |
| Participant deferral / active EE | $7,234 | $6,781+6.7% | $7,446-2.8% | $4,237+70.8% |
| Admin fee / account holder | $416 | $685-39.3% | $10,010-95.8% | $593-29.9% |