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 | $205,713 | $159,602+28.9% | $150,045+37.1% | $142,382+44.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.11% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,103 | $4,961-37.5% | $4,693-33.9% | $4,299-27.8% |
| Participant deferral / active EE | $11,679 | $8,310+40.5% | $7,997+46.0% | $6,507+79.5% |
| Admin fee / account holder | $2,331 | $14,846-84.3% | $13,435-82.6% | $12,624-81.5% |