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 | $158,710 | $127,065+24.9% | $113,168+40.2% | $142,382+11.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.42% | 24.03%-18.6pp | 24.27%-18.8pp | 217.08%-211.7pp |
| Employer contribution / active EE | $3,624 | $3,442+5.3% | $2,975+21.8% | $4,299-15.7% |
| Participant deferral / active EE | $12,242 | $5,716+114.2% | $5,107+139.7% | $6,507+88.1% |
| Admin fee / account holder | $771 | $15,736-95.1% | $12,068-93.6% | $12,624-93.9% |