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.
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 | $182,793 | $127,065+43.9% | $113,168+61.5% | $142,382+28.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.09% | 24.03%-3.9pp | 24.27%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,512 | $3,442+2.0% | $2,975+18.0% | $4,299-18.3% |
| Participant deferral / active EE | $9,998 | $5,716+74.9% | $5,107+95.8% | $6,507+53.7% |
| Admin fee / account holder | $1,557 | $15,736-90.1% | $12,068-87.1% | $12,624-87.7% |