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 | $81,453 | $171,865-52.6% | $149,718-45.6% | $147,584-44.8% |
| Participation rate | 81.3% | 88.2%-6.9pp | 87.1%-5.8pp | 82.8%-1.6pp |
| Annual return | 170.44% | 2113.22%-1942.8pp | 1501.63%-1331.2pp | 578.55%-408.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,587 | $7,271-64.4% | $6,569-60.6% | $5,439-52.4% |
| Admin fee / account holder | $804 | $13,799-94.2% | $11,283-92.9% | $10,885-92.6% |