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 | $684 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,163 | $60,989-70.2% | $60,874-70.2% | $66,914-72.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -14.62% | -9.60%-5.0pp | 16.90%-31.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $901 | $2,661-66.1% | $2,701-66.7% | $2,544-64.6% |
| Participant deferral / active EE | $1,225 | $3,615-66.1% | $3,817-67.9% | $4,237-71.1% |
| Admin fee / account holder | $421 | $338+24.4% | $3,224-86.9% | $593-29.0% |