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 | $168,969 | $181,894-7.1% | $156,549+7.9% | $273,961-38.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 350.81% | 30.74%+320.1pp | 32.23%+318.6pp | 41.45%+309.4pp |
| Employer contribution / active EE | $7,266 | $6,248+16.3% | $5,501+32.1% | $4,869+49.2% |
| Participant deferral / active EE | $2,564 | $5,550-53.8% | $4,871-47.4% | $5,287-51.5% |
| Admin fee / account holder | $1,557 | $15,559-90.0% | $13,027-88.0% | $10,132-84.6% |