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 | $91,008 | $101,724-10.5% | $164,813-44.8% | $80,856+12.6% |
| Participation rate | 97.8% | 71.8%+25.9pp | 78.6%+19.2pp | 67.6%+30.1pp |
| Annual return | 46.36% | 16.72%+29.6pp | 69.93%-23.6pp | 35.59%+10.8pp |
| Employer contribution / active EE | $4,868 | $2,953+64.8% | $4,341+12.1% | $2,755+76.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,968 | $8,227-51.8% | $12,690-68.7% | $6,918-42.6% |