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 | $156,520 | $80,968+93.3% | $96,544+62.1% | $75,163+108.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 34.44% | 27.06%+7.4pp | 25.84%+8.6pp | 160.62%-126.2pp |
| Employer contribution / active EE | $10,550 | $2,282+362.4% | $2,965+255.8% | $2,670+295.2% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,514 | $6,724-62.6% | $8,252-69.5% | $5,651-55.5% |