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 | $76,673 | $179,636-57.3% | $112,228-31.7% | - |
| Participation rate | 0.0% | 66.3%-66.3pp | 75.1%-75.1pp | - |
| Annual return | -12.80% | -16.34%+3.5pp | 27.45%-40.2pp | - |
| Employer contribution / active EE | $0 | $2,897-100.0% | $3,635-100.0% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,728-100.0% | - |
| Admin fee / account holder | $5,581 | $19,809-71.8% | $6,410-12.9% | - |