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 | $58,134 | $69,337-16.2% | $84,611-31.3% | - |
| Participation rate | 0.0% | 59.9%-59.9pp | 68.2%-68.2pp | - |
| Annual return | 22.46% | 20.76%+1.7pp | 258.74%-236.3pp | - |
| Employer contribution / active EE | $0 | $2,334-100.0% | $2,652-100.0% | - |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,899-100.0% | - |
| Admin fee / account holder | $3,010 | $6,559-54.1% | $4,912-38.7% | - |