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 | $55,574 | $183,519-69.7% | $155,509-64.3% | $145,922-61.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.27% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,546 | $5,313-33.3% | $4,672-24.1% | $4,660-23.9% |
| Participant deferral / active EE | $4,478 | $6,462-30.7% | $5,626-20.4% | $6,688-33.0% |
| Admin fee / account holder | $5,426 | $19,313-71.9% | $15,912-65.9% | $13,397-59.5% |