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 | $83,811 | $174,380-51.9% | $108,579-22.8% | - |
| Participation rate | 0.0% | 70.3%-70.3pp | 79.6%-79.6pp | - |
| Annual return | -6.53% | 1.91%-8.4pp | -51.70%+45.2pp | - |
| Employer contribution / active EE | $0 | $1,536-100.0% | $3,758-100.0% | - |
| Participant deferral / active EE | $0 | $2,685-100.0% | $4,311-100.0% | - |
| Admin fee / account holder | $7,398 | $13,800-46.4% | $7,645-3.2% | - |