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 | $43,327 | $85,713-49.5% | $86,677-50.0% | - |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | - |
| Annual return | -17.63% | -20.12%+2.5pp | 35.91%-53.5pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,836-100.0% | - |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,656-100.0% | - |
| Admin fee / account holder | $7,778 | $28,935-73.1% | $7,493+3.8% | - |