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 | $23,071 | $177,572-87.0% | $154,803-85.1% | $142,382-83.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 22.95% | 65.07%-42.1pp | 58.88%-35.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,676 | $4,810-65.2% | $4,305-61.1% | $4,299-61.0% |
| Participant deferral / active EE | $3,522 | $6,272-43.8% | $5,540-36.4% | $6,507-45.9% |
| Admin fee / account holder | $2,636 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |