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 | $14,803 | $114,381-87.1% | $107,525-86.2% | $142,382-89.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,138 | $4,015-21.8% | $3,754-16.4% | $4,299-27.0% |
| Participant deferral / active EE | $7,333 | $5,564+31.8% | $5,116+43.4% | $6,507+12.7% |
| Admin fee / account holder | $381 | $9,860-96.1% | $8,919-95.7% | $12,624-97.0% |