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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,960 | $179,726-84.4% | $156,263-82.1% | $142,382-80.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.96% | 77.86%-72.9pp | 59.47%-54.5pp | 217.08%-212.1pp |
| Employer contribution / active EE | $11,570 | $5,069+128.2% | $4,333+167.0% | $4,299+169.1% |
| Participant deferral / active EE | $11,967 | $6,956+72.0% | $6,158+94.3% | $6,507+83.9% |
| Admin fee / account holder | $402 | $17,272-97.7% | $14,255-97.2% | $12,624-96.8% |