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 | $118,802 | $159,602-25.6% | $150,045-20.8% | $142,382-16.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.97% | 70.24%-41.3pp | 62.55%-33.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $30,159 | $4,961+508.0% | $4,693+542.6% | $4,299+601.5% |
| Participant deferral / active EE | $22,479 | $8,310+170.5% | $7,997+181.1% | $6,507+245.4% |
| Admin fee / account holder | $843 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |