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 | $62,574 | $109,413-42.8% | $156,263-60.0% | $84,808-26.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.13% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,126 | $2,907+7.5% | $4,333-27.9% | $2,631+18.8% |
| Participant deferral / active EE | $7,790 | $4,590+69.7% | $6,158+26.5% | $4,212+85.0% |
| Admin fee / account holder | $577 | $9,357-93.8% | $14,255-96.0% | $7,344-92.1% |