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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,211 | $81,460-50.6% | $103,333-61.1% | $80,856-50.3% |
| Participation rate | 88.6% | 66.8%+21.7pp | 74.5%+14.1pp | 67.6%+20.9pp |
| Annual return | 9.55% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,242 | $3,105-27.8% | $3,868-42.0% | $2,755-18.6% |
| Participant deferral / active EE | $4,407 | $3,869+13.9% | $5,057-12.9% | $4,296+2.6% |
| Admin fee / account holder | $1,571 | $6,566-76.1% | $8,355-81.2% | $6,918-77.3% |