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 | $178,174-84.3% | $156,181-82.1% | $137,256-79.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.96% | 84.19%-79.2pp | 64.87%-59.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $11,570 | $4,972+132.7% | $4,294+169.5% | $4,156+178.4% |
| Participant deferral / active EE | $11,967 | $6,888+73.7% | $6,132+95.2% | $6,407+86.8% |
| Admin fee / account holder | $402 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |