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 | $37,514 | $114,381-67.2% | $107,525-65.1% | $142,382-73.7% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 19.18% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,711 | $4,015-32.5% | $3,754-27.8% | $4,299-36.9% |
| Participant deferral / active EE | $4,757 | $5,564-14.5% | $5,116-7.0% | $6,507-26.9% |
| Admin fee / account holder | $2,769 | $9,860-71.9% | $8,919-68.9% | $12,624-78.1% |