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 | $17,089 | $183,592-90.7% | $155,567-89.0% | $145,959-88.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.02% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $3,789 | $5,315-28.7% | $4,674-18.9% | $4,661-18.7% |
| Participant deferral / active EE | $2,968 | $6,464-54.1% | $5,628-47.3% | $6,689-55.6% |
| Admin fee / account holder | $532 | $19,318-97.2% | $15,916-96.7% | $13,398-96.0% |