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 | $96,836 | $172,478-43.9% | $145,661-33.5% | $142,382-32.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 31.40% | 151.09%-119.7pp | 101.46%-70.1pp | 217.08%-185.7pp |
| Employer contribution / active EE | $12,179 | $4,899+148.6% | $4,238+187.4% | $4,299+183.3% |
| Participant deferral / active EE | $25,124 | $8,348+200.9% | $7,198+249.0% | $6,507+286.1% |
| Admin fee / account holder | $685 | $16,864-95.9% | $12,466-94.5% | $12,624-94.6% |