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 | $214,378+1149.8% | $200,582+1235.7% | $142,382+1781.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.79% | 46.41%-19.6pp | 42.33%-15.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $15,015 | $6,841+119.5% | $6,419+133.9% | $4,299+249.3% |
| Participant deferral / active EE | $20,015 | $9,865+102.9% | $9,331+114.5% | $6,507+207.6% |
| Admin fee / account holder | $12,750 | $17,692-27.9% | $16,305-21.8% | $12,624+1.0% |