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 8-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 | $260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,323 | $61,156-53.7% | $185,823-84.8% | $79,386-64.3% |
| Participation rate | 31.6% | 66.6%-35.0pp | 81.7%-50.1pp | 70.7%-39.1pp |
| Annual return | 11.69% | 19.45%-7.8pp | 122.05%-110.4pp | 116.85%-105.2pp |
| Employer contribution / active EE | $581 | $2,321-74.9% | $5,167-88.7% | $2,427-76.0% |
| Participant deferral / active EE | $1,080 | $2,789-61.3% | $5,568-80.6% | $4,046-73.3% |
| Admin fee / account holder | $391 | $710-44.9% | $16,237-97.6% | $626-37.6% |