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 | $17,661 | $111,535-84.2% | $105,223-83.2% | $137,256-87.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.71% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,774 | $3,939-4.2% | $3,689+2.3% | $4,156-9.2% |
| Participant deferral / active EE | $5,978 | $5,500+8.7% | $5,072+17.9% | $6,407-6.7% |
| Admin fee / account holder | $1,235 | $9,721-87.3% | $8,859-86.1% | $12,270-89.9% |