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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,203 | $154,228+190.0% | $145,433+207.5% | $137,256+225.8% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 18.81% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,976 | $4,804-38.1% | $4,554-34.7% | $4,156-28.4% |
| Participant deferral / active EE | $12,983 | $8,216+58.0% | $7,897+64.4% | $6,407+102.6% |
| Admin fee / account holder | $56,114 | $14,344+291.2% | $13,129+327.4% | $12,270+357.3% |