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 | $187,195 | $282,106-33.6% | $172,739+8.4% | - |
| Participation rate | 0.0% | 64.8%-64.8pp | 82.6%-82.6pp | - |
| Annual return | 19.44% | 12.00%+7.4pp | 802.84%-783.4pp | - |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,143-100.0% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $3,182 | $24,081-86.8% | $13,954-77.2% | - |