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 | $23,125 | $114,381-79.8% | $107,525-78.5% | $142,382-83.8% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 22.40% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,819 | $4,015-29.8% | $3,754-24.9% | $4,299-34.4% |
| Participant deferral / active EE | $2,557 | $5,564-54.1% | $5,116-50.0% | $6,507-60.7% |
| Admin fee / account holder | $670 | $9,860-93.2% | $8,919-92.5% | $12,624-94.7% |