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 9-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 | $936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,196 | $106,515-20.0% | $96,683-11.9% | $139,434-38.9% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 14.78% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $816 | $4,103-80.1% | $3,737-78.2% | $4,751-82.8% |
| Participant deferral / active EE | $2,429 | $5,454-55.5% | $4,878-50.2% | $6,710-63.8% |
| Admin fee / account holder | $534 | $7,877-93.2% | $6,730-92.1% | $11,403-95.3% |