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 | $53,516-47.0% | $126,539-77.6% | $84,808-66.6% |
| Participation rate | 91.2% | 58.2%+32.9pp | 69.8%+21.4pp | 68.3%+22.9pp |
| Annual return | 146.13% | 58.34%+87.8pp | 425.95%-279.8pp | 40.90%+105.2pp |
| Employer contribution / active EE | $2,524 | $1,535+64.5% | $3,674-31.3% | $2,631-4.1% |
| Participant deferral / active EE | $5,349 | $2,671+100.3% | $4,083+31.0% | $4,212+27.0% |
| Admin fee / account holder | $1,221 | $4,497-72.8% | $6,065-79.9% | $7,344-83.4% |