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 | $175,318 | $70,756+147.8% | $65,493+167.7% | $142,382+23.1% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 13.66% | 1754.89%-1741.2pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,521 | $2,881+91.7% | $2,574+114.5% | $4,299+28.4% |
| Participant deferral / active EE | $9,450 | $4,637+103.8% | $3,961+138.6% | $6,507+45.2% |
| Admin fee / account holder | $1,133 | $6,559-82.7% | $5,028-77.5% | $12,624-91.0% |