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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,378 | $78,953+114.5% | $113,168+49.7% | - |
| Participation rate | 0.0% | 68.2%-68.2pp | 76.6%-76.6pp | - |
| Annual return | 7.37% | 14.87%-7.5pp | 24.27%-16.9pp | - |
| Employer contribution / active EE | $0 | $2,126-100.0% | $2,975-100.0% | - |
| Participant deferral / active EE | $0 | $4,324-100.0% | $5,107-100.0% | - |
| Admin fee / account holder | $3,604 | $5,008-28.0% | $12,068-70.1% | - |