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 | $53,283 | $74,888-28.9% | $71,209-25.2% | $142,382-62.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 50.22% | 345.14%-294.9pp | 282.51%-232.3pp | 217.08%-166.9pp |
| Employer contribution / active EE | $4,312 | $2,854+51.1% | $2,721+58.5% | $4,299+0.3% |
| Participant deferral / active EE | $15,479 | $4,454+247.5% | $4,175+270.7% | $6,507+137.9% |
| Admin fee / account holder | $2,953 | $5,568-47.0% | $5,349-44.8% | $12,624-76.6% |