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 | $50,877 | $63,138-19.4% | $96,562-47.3% | - |
| Participation rate | 0.0% | 51.5%-51.5pp | 69.8%-69.8pp | - |
| Annual return | 10.39% | 9.15%+1.2pp | 37.78%-27.4pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $2,356-100.0% | - |
| Participant deferral / active EE | $0 | $2,358-100.0% | $3,849-100.0% | - |
| Admin fee / account holder | $1,558 | $3,542-56.0% | $6,181-74.8% | - |