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 | $85,678 | $109,413-21.7% | $156,263-45.2% | $84,808+1.0% |
| Participation rate | 72.9% | 72.7%+0.2pp | 78.9%-6.0pp | 68.3%+4.6pp |
| Annual return | 16.12% | 20.18%-4.1pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,452 | $2,907+53.1% | $4,333+2.7% | $2,631+69.2% |
| Participant deferral / active EE | $9,846 | $4,590+114.5% | $6,158+59.9% | $4,212+133.8% |
| Admin fee / account holder | $13,079 | $9,357+39.8% | $14,255-8.2% | $7,344+78.1% |