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 9-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 | $30,999 | $91,418-66.1% | $87,100-64.4% | - |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.9%-76.9pp | - |
| Annual return | 17.76% | 14.06%+3.7pp | 28.19%-10.4pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,521-100.0% | - |
| Participant deferral / active EE | $0 | $3,251-100.0% | $4,049-100.0% | - |
| Admin fee / account holder | $2,077 | $8,929-76.7% | $7,497-72.3% | - |