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 9-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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,638 |
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 | $47,801 | $101,317-52.8% | $146,958-67.5% | $74,495-35.8% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 23.63% | 8730.91%-8707.3pp | 418.34%-394.7pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $3,342 | $3,810-12.3% | $4,933-32.3% | $2,623+27.4% |
| Participant deferral / active EE | $7,926 | $7,303+8.5% | $8,070-1.8% | $4,346+82.4% |
| Admin fee / account holder | $408 | $1,739-76.6% | $12,998-96.9% | $1,942-79.0% |