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 | $74,320 | $127,386-41.7% | $115,037-35.4% | $125,391-40.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.52% | 31.28%-32.8pp | 26.14%-27.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $5,148 | $5,166-0.3% | $4,608+11.7% | $4,866+5.8% |
| Participant deferral / active EE | $10,221 | $6,423+59.1% | $6,026+69.6% | $5,352+91.0% |
| Admin fee / account holder | $1,701 | $9,516-82.1% | $8,175-79.2% | $9,540-82.2% |