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 | $112,984 | $95,453+18.4% | $112,040+0.8% | $82,448+37.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $9,724 | $2,318+319.5% | $2,954+229.2% | $2,551+281.2% |
| Participant deferral / active EE | $4,880 | $4,224+15.5% | $5,098-4.3% | $4,139+17.9% |
| Admin fee / account holder | $18,337 | $9,013+103.4% | $12,098+51.6% | $7,234+153.5% |