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 | $33,069 | $201,272-83.6% | $184,203-82.0% | $145,922-77.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.74% | 29.00%-7.3pp | 28.81%-7.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $8,195 | $7,022+16.7% | $6,427+27.5% | $4,660+75.9% |
| Participant deferral / active EE | $16,928 | $9,806+72.6% | $9,131+85.4% | $6,688+153.1% |
| Admin fee / account holder | $308 | $16,364-98.1% | $13,901-97.8% | $13,397-97.7% |