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 | $18,052 | $55,472-67.5% | $155,567-88.4% | $74,546-75.8% |
| Participation rate | 82.9% | 61.9%+21.0pp | 78.2%+4.8pp | 67.2%+15.7pp |
| Annual return | 15.54% | 268.72%-253.2pp | 64.74%-49.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $1,663 | $2,269-26.7% | $4,674-64.4% | $2,624-36.6% |
| Participant deferral / active EE | $3,120 | $2,838+9.9% | $5,628-44.6% | $4,347-28.2% |
| Admin fee / account holder | $800 | $1,743-54.1% | $15,916-95.0% | $1,944-58.8% |