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 | $26,540 | $126,574-79.0% | $106,213-75.0% | $145,922-81.8% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 22.23% | 224.79%-202.6pp | 116.14%-93.9pp | 561.29%-539.1pp |
| Employer contribution / active EE | $3,234 | $3,730-13.3% | $3,171+2.0% | $4,660-30.6% |
| Participant deferral / active EE | $6,748 | $5,724+17.9% | $5,016+34.5% | $6,688+0.9% |
| Admin fee / account holder | $1,231 | $17,304-92.9% | $11,033-88.8% | $13,397-90.8% |