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 27 · EIN 04-2675571 | Advisory (Plan) | $12,332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,174 | $55,449-51.0% | $83,848-67.6% | $56,287-51.7% |
| Participation rate | 72.6% | 68.0%+4.6pp | 76.1%-3.6pp | 69.9%+2.7pp |
| Annual return | -7.69% | -1.38%-6.3pp | 850.88%-858.6pp | -9.96%+2.3pp |
| Employer contribution / active EE | $956 | $2,430-60.7% | $3,631-73.7% | $2,111-54.7% |
| Participant deferral / active EE | $2,903 | $2,935-1.1% | $4,082-28.9% | $3,350-13.3% |
| Admin fee / account holder | $310 | $656-52.7% | $5,478-94.3% | $521-40.4% |