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 | $130,321 | $159,934-18.5% | $147,005-11.3% | $145,959-10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.34% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,439 | $5,287-72.8% | $4,934-70.8% | $4,661-69.1% |
| Participant deferral / active EE | $8,632 | $8,427+2.4% | $8,070+7.0% | $6,689+29.1% |
| Admin fee / account holder | $736 | $15,053-95.1% | $13,006-94.3% | $13,398-94.5% |