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 | $72,071-87.0% | $68,368-86.3% | $137,256-93.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 522.24% | 353.14%+169.1pp | 292.57%+229.7pp | 220.34%+301.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,859 | $4,410+146.2% | $4,123+163.4% | $6,407+69.5% |
| Admin fee / account holder | $603 | $5,336-88.7% | $5,150-88.3% | $12,270-95.1% |