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 | $56,788 | $140,588-59.6% | $123,104-53.9% | $125,391-54.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | 7.89% | 16.80%-8.9pp | 13.22%-5.3pp | 282.22%-274.3pp |
| Employer contribution / active EE | $4,733 | $6,041-21.7% | $5,151-8.1% | $4,866-2.7% |
| Participant deferral / active EE | $7,594 | $6,980+8.8% | $6,230+21.9% | $5,352+41.9% |
| Admin fee / account holder | $2,053 | $11,198-81.7% | $9,015-77.2% | $9,540-78.5% |