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 | $82,725 | $177,572-53.4% | $154,803-46.6% | $142,382-41.9% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 15.20% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $901 | $4,810-81.3% | $4,305-79.1% | $4,299-79.0% |
| Participant deferral / active EE | $3,204 | $6,272-48.9% | $5,540-42.2% | $6,507-50.8% |
| Admin fee / account holder | $1,821 | $16,786-89.2% | $14,329-87.3% | $12,624-85.6% |