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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,064,231 | $177,572+499.3% | $154,803+587.5% | $142,382+647.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.65% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $20,306 | $4,810+322.1% | $4,305+371.6% | $4,299+372.3% |
| Participant deferral / active EE | $19,790 | $6,272+215.6% | $5,540+257.2% | $6,507+204.1% |
| Admin fee / account holder | $7,988 | $16,786-52.4% | $14,329-44.3% | $12,624-36.7% |