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 | $63,587 | $183,592-65.4% | $155,567-59.1% | $145,959-56.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 732.83% | 61.24%+671.6pp | 64.74%+668.1pp | 561.95%+170.9pp |
| Employer contribution / active EE | $5,998 | $5,315+12.8% | $4,674+28.3% | $4,661+28.7% |
| Participant deferral / active EE | $7,992 | $6,464+23.6% | $5,628+42.0% | $6,689+19.5% |
| Admin fee / account holder | $645 | $19,318-96.7% | $15,916-95.9% | $13,398-95.2% |