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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,952 | $198,466+29.5% | $170,442+50.8% | $147,584+74.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.19% | 257.29%-237.1pp | 205.93%-185.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,923 | $6,184-52.7% | $5,433-46.2% | $4,876-40.1% |
| Participant deferral / active EE | $6,865 | $5,629+22.0% | $4,939+39.0% | $5,439+26.2% |
| Admin fee / account holder | $1,496 | $16,852-91.1% | $13,880-89.2% | $10,885-86.3% |