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 | $517 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,966 | $26,549+65.6% | $61,373-28.4% | $66,914-34.3% |
| Participation rate | 22.7% | 38.1%-15.4pp | 52.6%-29.9pp | 69.8%-47.1pp |
| Annual return | -17.15% | -16.21%-0.9pp | 338.61%-355.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $875 | $1,338-34.6% | $2,125-58.8% | $4,237-79.4% |
| Admin fee / account holder | $665 | $409+62.8% | $2,130-68.8% | $593+12.1% |