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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,296 |
CAH ADVISORS LLC1 year Service code 15 · EIN 63-1157402 | Recordkeeping | $29,207 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,780 | $101,499-58.8% | $147,005-71.6% | $74,546-44.0% |
| Participation rate | 74.4% | 75.5%-1.1pp | 82.2%-7.7pp | 67.2%+7.2pp |
| Annual return | 21.11% | 8732.34%-8711.2pp | 418.76%-397.7pp | 1366.03%-1344.9pp |
| Employer contribution / active EE | $4,048 | $3,811+6.2% | $4,934-18.0% | $2,624+54.3% |
| Participant deferral / active EE | $8,692 | $7,304+19.0% | $8,070+7.7% | $4,347+99.9% |
| Admin fee / account holder | $356 | $1,748-79.7% | $13,006-97.3% | $1,944-81.7% |