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 | $672 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,834 | $50,385-80.5% | $75,670-87.0% | $62,292-84.2% |
| Participation rate | 86.0% | 67.7%+18.3pp | 72.3%+13.7pp | 69.5%+16.5pp |
| Annual return | 21.10% | 19.90%+1.2pp | 27.34%-6.2pp | 28.90%-7.8pp |
| Employer contribution / active EE | $951 | $1,537-38.1% | $2,352-59.6% | $2,042-53.4% |
| Participant deferral / active EE | $1,430 | $2,445-41.5% | $3,142-54.5% | $3,169-54.9% |
| Admin fee / account holder | $36 | $384-90.5% | $5,800-99.4% | $479-92.4% |