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 | $2,679,248 | $209,336+1179.9% | $197,124+1259.2% | $137,256+1852.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.79% | 48.09%-21.3pp | 44.34%-17.6pp | 220.34%-193.5pp |
| Employer contribution / active EE | $15,015 | $6,591+127.8% | $6,227+141.1% | $4,156+261.3% |
| Participant deferral / active EE | $20,015 | $9,614+108.2% | $9,135+119.1% | $6,407+212.4% |
| Admin fee / account holder | $12,750 | $17,308-26.3% | $16,298-21.8% | $12,270+3.9% |