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 | $30,400-81.8% | $53,898-89.7% | $84,808-93.5% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 21.73% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $953 | $603+58.1% | $932+2.2% | $2,631-63.8% |
| Participant deferral / active EE | $2,159 | $1,199+80.1% | $1,826+18.2% | $4,212-48.7% |
| Admin fee / account holder | $481 | $1,993-75.9% | $2,491-80.7% | $7,344-93.5% |