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 | $284,218 | $88,751+220.2% | $81,812+247.4% | $145,922+94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.69% | 1025.40%-1008.7pp | 773.79%-757.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $22,500 | $3,083+629.7% | $2,912+672.6% | $4,660+382.9% |
| Participant deferral / active EE | $28,800 | $4,643+520.3% | $4,319+566.9% | $6,688+330.6% |
| Admin fee / account holder | $1,425 | $8,415-83.1% | $7,386-80.7% | $13,397-89.4% |