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 | $36,463 | $183,519-80.1% | $155,509-76.6% | $145,922-75.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 19.08% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,066 | $5,313-61.1% | $4,672-55.8% | $4,660-55.7% |
| Participant deferral / active EE | $4,949 | $6,462-23.4% | $5,626-12.0% | $6,688-26.0% |
| Admin fee / account holder | $3,097 | $19,313-84.0% | $15,912-80.5% | $13,397-76.9% |