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 | $71,359 | $145,904-51.1% | $83,848-14.9% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 76.1%-76.1pp | - |
| Annual return | -4.93% | -3.19%-1.7pp | 850.88%-855.8pp | - |
| Employer contribution / active EE | $0 | $1,734-100.0% | $3,631-100.0% | - |
| Participant deferral / active EE | $0 | $2,760-100.0% | $4,082-100.0% | - |
| Admin fee / account holder | $16,108 | $8,727+84.6% | $5,478+194.0% | - |