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 | $166,473 | $209,336-20.5% | $197,124-15.5% | $137,256+21.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 18.82% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,560 | $6,591-76.3% | $6,227-75.0% | $4,156-62.5% |
| Participant deferral / active EE | $12,435 | $9,614+29.3% | $9,135+36.1% | $6,407+94.1% |
| Admin fee / account holder | $7,093 | $17,308-59.0% | $16,298-56.5% | $12,270-42.2% |