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 4-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 | $15,885 |
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 | $7,811 | $34,934-77.6% | $56,411-86.2% | $74,495-89.5% |
| Participation rate | 65.4% | 32.8%+32.6pp | 52.5%+13.0pp | 67.2%-1.8pp |
| Annual return | 14.81% | 25.94%-11.1pp | 1701.33%-1686.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $655 | $609+7.6% | $1,039-36.9% | $2,623-75.0% |
| Participant deferral / active EE | $1,403 | $1,170+19.9% | $1,952-28.1% | $4,346-67.7% |
| Admin fee / account holder | $40 | $2,364-98.3% | $2,829-98.6% | $1,942-97.9% |