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 | $51,286 | $189,613-73.0% | $167,512-69.4% | $142,382-64.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 8.65% | 2024.68%-2016.0pp | 1615.79%-1607.1pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,742 | $4,349-37.0% | $3,882-29.4% | $4,299-36.2% |
| Participant deferral / active EE | $3,522 | $6,981-49.6% | $6,405-45.0% | $6,507-45.9% |
| Admin fee / account holder | $44,439 | $10,528+322.1% | $9,769+354.9% | $12,624+252.0% |