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 | $67,926 | $99,921-32.0% | $85,009-20.1% | $145,959-53.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.67% | 83.89%-69.2pp | 66.47%-51.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,998 | $3,233-7.3% | $2,728+9.9% | $4,661-35.7% |
| Participant deferral / active EE | $15,226 | $5,293+187.7% | $4,522+236.7% | $6,689+127.6% |
| Admin fee / account holder | $380 | $7,252-94.8% | $6,153-93.8% | $13,398-97.2% |