Unlock peer percentile detail for $4.99 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 | $43,093 | $183,592-76.5% | $155,567-72.3% | $145,959-70.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.31% | 61.24%-35.9pp | 64.74%-39.4pp | 561.95%-536.6pp |
| Employer contribution / active EE | $22,109 | $5,315+316.0% | $4,674+373.0% | $4,661+374.4% |
| Participant deferral / active EE | $9,910 | $6,464+53.3% | $5,628+76.1% | $6,689+48.2% |
| Admin fee / account holder | $462 | $19,318-97.6% | $15,916-97.1% | $13,398-96.6% |