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 | $796 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,352 | $60,795-78.0% | $69,455-80.8% | $65,185-79.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 3.35% | 17.46%-14.1pp | 28.97%-25.6pp | 29.38%-26.0pp |
| Employer contribution / active EE | $1,121 | $2,452-54.3% | $2,779-59.7% | $2,177-48.5% |
| Participant deferral / active EE | $1,306 | $3,162-58.7% | $3,535-63.0% | $3,514-62.8% |
| Admin fee / account holder | $316 | $314+0.9% | $3,839-91.8% | $847-62.6% |