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 | $9,038 | $60,892-85.2% | $82,389-89.0% | $84,808-89.3% |
| Participation rate | 89.6% | 63.3%+26.3pp | 69.5%+20.0pp | 68.3%+21.3pp |
| Annual return | 116.82% | 37.29%+79.5pp | 28.67%+88.2pp | 40.90%+75.9pp |
| Employer contribution / active EE | $1,277 | $1,779-28.2% | $2,517-49.3% | $2,631-51.5% |
| Participant deferral / active EE | $2,179 | $3,179-31.4% | $4,155-47.5% | $4,212-48.3% |
| Admin fee / account holder | $1,104 | $5,467-79.8% | $7,231-84.7% | $7,344-85.0% |