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.)
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 | $64,162 | $178,584-64.1% | $84,750-24.3% | - |
| Participation rate | 0.0% | 64.5%-64.5pp | 76.6%-76.6pp | - |
| Annual return | 3.74% | 76.22%-72.5pp | 22.78%-19.0pp | - |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,574-100.0% | - |
| Participant deferral / active EE | $0 | $2,836-100.0% | $3,712-100.0% | - |
| Admin fee / account holder | $9,552 | $9,656-1.1% | $5,332+79.1% | - |