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 | $500 |
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.
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 | $52,384 | $54,517-3.9% | $75,972-31.0% | $74,495-29.7% |
| Participation rate | 87.3% | 60.3%+27.0pp | 69.1%+18.2pp | 67.2%+20.1pp |
| Annual return | 9.64% | 31.82%-22.2pp | 359.55%-349.9pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,581 | $1,777-11.1% | $2,685-41.1% | $2,623-39.7% |
| Participant deferral / active EE | $2,698 | $3,066-12.0% | $4,255-36.6% | $4,346-37.9% |
| Admin fee / account holder | $382 | $2,229-82.9% | $6,467-94.1% | $1,942-80.3% |