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 01-0233346 | Recordkeeping | $557 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,183 | $35,986+20.0% | $77,482-44.3% | $73,488-41.2% |
| Participation rate | 25.8% | 40.8%-15.0pp | 54.2%-28.4pp | 70.7%-44.9pp |
| Annual return | 13.78% | 19.26%-5.5pp | 54.79%-41.0pp | 28.51%-14.7pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $605 | $1,198-49.5% | $1,861-67.5% | $3,740-83.8% |
| Admin fee / account holder | $555 | $466+19.0% | $2,858-80.6% | $513+8.1% |