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 | $28,340 | $52,353-45.9% | $120,225-76.4% | $82,448-65.6% |
| Participation rate | 91.2% | 58.3%+32.9pp | 69.6%+21.6pp | 68.1%+23.1pp |
| Annual return | 146.13% | 61.85%+84.3pp | 439.23%-293.1pp | 41.64%+104.5pp |
| Employer contribution / active EE | $2,524 | $1,510+67.1% | $3,475-27.4% | $2,551-1.1% |
| Participant deferral / active EE | $5,349 | $2,627+103.6% | $3,999+33.8% | $4,139+29.2% |
| Admin fee / account holder | $1,221 | $4,363-72.0% | $5,696-78.6% | $7,234-83.1% |