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 | $177,572-24.8% | $154,803-13.7% | $142,382-6.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5422.13% | 65.07%+5357.1pp | 58.88%+5363.2pp | 217.08%+5205.1pp |
| Employer contribution / active EE | $1,499 | $4,810-68.8% | $4,305-65.2% | $4,299-65.1% |
| Participant deferral / active EE | $10,963 | $6,272+74.8% | $5,540+97.9% | $6,507+68.5% |
| Admin fee / account holder | $470 | $16,786-97.2% | $14,329-96.7% | $12,624-96.3% |