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 | $25,886 | $183,519-85.9% | $155,509-83.4% | $145,922-82.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.61% | 61.17%-30.6pp | 64.67%-34.1pp | 561.29%-530.7pp |
| Employer contribution / active EE | $1,886 | $5,313-64.5% | $4,672-59.6% | $4,660-59.5% |
| Participant deferral / active EE | $3,934 | $6,462-39.1% | $5,626-30.1% | $6,688-41.2% |
| Admin fee / account holder | $1,756 | $19,313-90.9% | $15,912-89.0% | $13,397-86.9% |