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 6-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 | $197,278 | $932,052-78.8% | $189,513+4.1% | - |
| Participation rate | 0.0% | 77.2%-77.2pp | 87.8%-87.8pp | - |
| Annual return | 16.45% | 10.81%+5.6pp | 555.15%-538.7pp | - |
| Employer contribution / active EE | $0 | $3,785-100.0% | $6,162-100.0% | - |
| Participant deferral / active EE | $0 | $5,497-100.0% | $8,221-100.0% | - |
| Admin fee / account holder | $14,361 | $117,148-87.7% | $12,045+19.2% | - |