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 | $184,512 | $86,929+112.3% | $102,423+80.1% | $80,856+128.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 22.33% | 18.88%+3.5pp | 29.32%-7.0pp | 35.59%-13.3pp |
| Employer contribution / active EE | $9,619 | $2,369+306.0% | $3,023+218.2% | $2,755+249.2% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,458 | $8,049-69.5% | $9,451-74.0% | $6,918-64.5% |