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 | $676 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,617 | $111,754-10.0% | $103,333-2.6% | $145,922-31.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 4.64% | 24.77%-20.1pp | 24.88%-20.2pp | 561.29%-556.6pp |
| Employer contribution / active EE | $910 | $4,212-78.4% | $3,868-76.5% | $4,660-80.5% |
| Participant deferral / active EE | $2,412 | $5,619-57.1% | $5,057-52.3% | $6,688-63.9% |
| Admin fee / account holder | $6,227 | $9,750-36.1% | $8,355-25.5% | $13,397-53.5% |