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 | $67,962 | $99,918-32.0% | $81,382-16.5% | $145,922-53.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.65% | 34.32%-15.7pp | 24.73%-6.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $27,240 | $2,978+814.8% | $2,463+1006.0% | $4,660+484.6% |
| Participant deferral / active EE | $14,830 | $4,605+222.0% | $3,883+281.9% | $6,688+121.7% |
| Admin fee / account holder | $3,052 | $8,212-62.8% | $5,768-47.1% | $13,397-77.2% |