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 15 · EIN 35-0145825 | Recordkeeping | $7,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,267 | $60,776-63.4% | $85,682-74.0% | $79,386-72.0% |
| Participation rate | 26.3% | 62.1%-35.8pp | 69.9%-43.6pp | 70.7%-44.4pp |
| Annual return | 12.52% | 16.57%-4.1pp | 21.49%-9.0pp | 116.85%-104.3pp |
| Employer contribution / active EE | $356 | $1,663-78.6% | $2,618-86.4% | $2,427-85.4% |
| Participant deferral / active EE | $1,468 | $2,919-49.7% | $3,923-62.6% | $4,046-63.7% |
| Admin fee / account holder | $26 | $438-94.0% | $6,873-99.6% | $626-95.8% |