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 | $27,223 | $109,881-75.2% | $150,045-81.9% | $84,808-67.9% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $20,749 | $3,561+482.6% | $4,693+342.1% | $2,631+688.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,223 | $8,568-50.7% | $13,435-68.6% | $7,344-42.5% |