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 | $85,144 | $58,541+45.4% | $76,523+11.3% | - |
| Participation rate | 0.0% | 46.6%-46.6pp | 68.0%-68.0pp | - |
| Annual return | -10.93% | -5.31%-5.6pp | -0.27%-10.7pp | - |
| Employer contribution / active EE | $0 | $523-100.0% | $2,647-100.0% | - |
| Participant deferral / active EE | $0 | $1,698-100.0% | $3,835-100.0% | - |
| Admin fee / account holder | $2,277 | $6,501-65.0% | $4,848-53.0% | - |