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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,961 | $72,071-86.2% | $68,368-85.4% | $137,256-92.7% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | -22.20% | 353.14%-375.3pp | 292.57%-314.8pp | 220.34%-242.5pp |
| Employer contribution / active EE | $575 | $2,788-79.4% | $2,649-78.3% | $4,156-86.2% |
| Participant deferral / active EE | $3,047 | $4,410-30.9% | $4,123-26.1% | $6,407-52.4% |
| Admin fee / account holder | $4,016 | $5,336-24.7% | $5,150-22.0% | $12,270-67.3% |