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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,776 | $210,648+95.5% | $177,989+131.3% | $145,922+182.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.06% | 385.86%-373.8pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $66,000 | $4,565+1345.9% | $3,949+1571.5% | $4,660+1316.4% |
| Participant deferral / active EE | $60,500 | $6,958+769.5% | $6,276+864.0% | $6,688+804.6% |
| Admin fee / account holder | $4,011 | $12,013-66.6% | $10,363-61.3% | $13,397-70.1% |