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 | $52,168 | $209,336-75.1% | $197,124-73.5% | $137,256-62.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.09% | 48.09%-30.0pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $10,371 | $6,591+57.4% | $6,227+66.5% | $4,156+149.5% |
| Participant deferral / active EE | $9,118 | $9,614-5.2% | $9,135-0.2% | $6,407+42.3% |
| Admin fee / account holder | $882 | $17,308-94.9% | $16,298-94.6% | $12,270-92.8% |