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 | $79,524 | $159,901-50.3% | $146,958-45.9% | $145,922-45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,145 | $5,286-59.4% | $4,933-56.5% | $4,660-54.0% |
| Participant deferral / active EE | $5,605 | $8,428-33.5% | $8,070-30.5% | $6,688-16.2% |
| Admin fee / account holder | $991 | $15,044-93.4% | $12,998-92.4% | $13,397-92.6% |