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 | $222,314 | $177,572+25.2% | $154,803+43.6% | $142,382+56.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.23% | 65.07%-44.8pp | 58.88%-38.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $9,180 | $4,810+90.8% | $4,305+113.2% | $4,299+113.5% |
| Participant deferral / active EE | $10,901 | $6,272+73.8% | $5,540+96.7% | $6,507+67.5% |
| Admin fee / account holder | $126,685 | $16,786+654.7% | $14,329+784.1% | $12,624+903.6% |