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 | $79,471+113.1% | $112,040+51.2% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 76.5%-76.5pp | - |
| Annual return | 7.37% | 14.66%-7.3pp | 24.52%-17.2pp | - |
| Employer contribution / active EE | $0 | $2,224-100.0% | $2,954-100.0% | - |
| Participant deferral / active EE | $0 | $4,552-100.0% | $5,098-100.0% | - |
| Admin fee / account holder | $3,604 | $4,544-20.7% | $12,098-70.2% | - |