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 | $72,071-26.1% | $68,368-22.1% | $137,256-61.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 50.22% | 353.14%-302.9pp | 292.57%-242.4pp | 220.34%-170.1pp |
| Employer contribution / active EE | $4,312 | $2,788+54.7% | $2,649+62.8% | $4,156+3.8% |
| Participant deferral / active EE | $15,479 | $4,410+251.0% | $4,123+275.5% | $6,407+141.6% |
| Admin fee / account holder | $2,953 | $5,336-44.7% | $5,150-42.7% | $12,270-75.9% |