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 | $63,709 | $144,119-55.8% | $117,854-45.9% | $147,584-56.8% |
| Participation rate | 95.7% | 83.4%+12.2pp | 79.7%+16.0pp | 82.8%+12.8pp |
| Annual return | 12.66% | 531.15%-518.5pp | 335.08%-322.4pp | 578.55%-565.9pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,166 | $5,316-40.4% | $4,482-29.4% | $5,439-41.8% |
| Admin fee / account holder | $18,490 | $10,886+69.9% | $8,020+130.5% | $10,885+69.9% |