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 | $9,378 | $74,888-87.5% | $71,209-86.8% | $142,382-93.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 522.24% | 345.14%+177.1pp | 282.51%+239.7pp | 217.08%+305.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,859 | $4,454+143.8% | $4,175+160.1% | $6,507+66.9% |
| Admin fee / account holder | $603 | $5,568-89.2% | $5,349-88.7% | $12,624-95.2% |