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 13-3689044 | Recordkeeping | $31,464 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,000 | $72,492-35.2% | $87,100-46.0% | $72,985-35.6% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.5pp | 69.5%+15.8pp |
| Annual return | 18.23% | 24.46%-6.2pp | 28.19%-10.0pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,797 | $1,894-5.1% | $2,521-28.7% | $2,440-26.4% |
| Participant deferral / active EE | $3,540 | $3,270+8.3% | $4,049-12.6% | $3,607-1.9% |
| Admin fee / account holder | $318 | $5,055-93.7% | $7,497-95.8% | $5,124-93.8% |