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 | $133,618 | $172,111-22.4% | $150,298-11.1% | $137,256-2.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5422.13% | 69.37%+5352.8pp | 62.79%+5359.3pp | 220.34%+5201.8pp |
| Employer contribution / active EE | $1,499 | $4,636-67.7% | $4,154-63.9% | $4,156-63.9% |
| Participant deferral / active EE | $10,963 | $6,166+77.8% | $5,453+101.1% | $6,407+71.1% |
| Admin fee / account holder | $470 | $16,471-97.1% | $14,116-96.7% | $12,270-96.2% |