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 | $5,539 | $29,319-81.1% | $52,425-89.4% | $82,448-93.3% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 21.73% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $953 | $586+62.5% | $914+4.2% | $2,551-62.6% |
| Participant deferral / active EE | $2,159 | $1,171+84.3% | $1,790+20.6% | $4,139-47.9% |
| Admin fee / account holder | $481 | $1,962-75.5% | $2,495-80.7% | $7,234-93.4% |