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 | $50,082 | $133,922-62.6% | $116,228-56.9% | $142,382-64.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 0.00% | 147.76%-147.8pp | 90.06%-90.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,109 | $3,446-9.8% | $2,994+3.8% | $4,299-27.7% |
| Participant deferral / active EE | $4,973 | $5,672-12.3% | $4,953+0.4% | $6,507-23.6% |
| Admin fee / account holder | $430 | $14,945-97.1% | $11,989-96.4% | $12,624-96.6% |