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 | $18,598 | $59,774-68.9% | - | $134,475-86.2% |
| Participation rate | 90.9% | 67.4%+23.5pp | - | 81.2%+9.7pp |
| Annual return | -23.76% | -10.72%-13.0pp | - | 417.96%-441.7pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | - | $4,740-100.0% |
| Participant deferral / active EE | $13,333 | $4,131+222.7% | - | $6,400+108.3% |
| Admin fee / account holder | $920 | $4,003-77.0% | - | $11,426-92.0% |