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 | $24,951 | $117,983-78.9% | $101,794-75.5% | $142,382-82.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 37.22% | 36.92%+0.3pp | 30.53%+6.7pp | 217.08%-179.9pp |
| Employer contribution / active EE | $4,117 | $2,773+48.5% | $2,289+79.8% | $4,299-4.2% |
| Participant deferral / active EE | $12,561 | $4,714+166.5% | $4,084+207.6% | $6,507+93.0% |
| Admin fee / account holder | $2,270 | $10,433-78.2% | $8,777-74.1% | $12,624-82.0% |