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 6-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 | $60,047 | $62,002-3.2% | $93,606-35.9% | - |
| Participation rate | 0.0% | 71.3%-71.3pp | 75.8%-75.8pp | - |
| Annual return | 2.18% | 20.75%-18.6pp | 32.76%-30.6pp | - |
| Employer contribution / active EE | $0 | $1,327-100.0% | $2,718-100.0% | - |
| Participant deferral / active EE | $0 | $2,563-100.0% | $4,069-100.0% | - |
| Admin fee / account holder | $1,170 | $6,149-81.0% | $7,888-85.2% | - |