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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $649,051 | $88,751+631.3% | $81,812+693.3% | $145,922+344.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 1025.40%-1007.7pp | 773.79%-756.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $55,129 | $3,083+1687.9% | $2,912+1793.0% | $4,660+1083.1% |
| Participant deferral / active EE | $25,852 | $4,643+456.8% | $4,319+498.6% | $6,688+286.6% |
| Admin fee / account holder | $257,174 | $8,415+2956.0% | $7,386+3381.9% | $13,397+1819.6% |