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 | $65,176 | $86,922-25.0% | $102,438-36.4% | $80,874-19.4% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 44.28% | 18.90%+25.4pp | 29.37%+14.9pp | 35.62%+8.7pp |
| Employer contribution / active EE | $4,998 | $2,369+110.9% | $3,024+65.3% | $2,756+81.4% |
| Participant deferral / active EE | $13,379 | $4,119+224.8% | $5,054+164.7% | $4,297+211.4% |
| Admin fee / account holder | $3,824 | $8,050-52.5% | $9,448-59.5% | $6,935-44.9% |