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 | $23,635 | $64,660-63.4% | $81,812-71.1% | - |
| Participation rate | 76.8% | 64.3%+12.5pp | 72.3%+4.4pp | - |
| Annual return | 9.16% | 13.48%-4.3pp | 773.79%-764.6pp | - |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,912-100.0% | - |
| Participant deferral / active EE | $2,733 | $3,215-15.0% | $4,319-36.7% | - |
| Admin fee / account holder | $2,314 | $2,218+4.3% | $7,386-68.7% | - |