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 | $86,650 | $183,519-52.8% | $155,509-44.3% | $145,922-40.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,364 | $5,313-55.5% | $4,672-49.4% | $4,660-49.3% |
| Participant deferral / active EE | $2,934 | $6,462-54.6% | $5,626-47.9% | $6,688-56.1% |
| Admin fee / account holder | $3,138 | $19,313-83.8% | $15,912-80.3% | $13,397-76.6% |