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 | $45,833 | $53,516-14.4% | $126,539-63.8% | $84,808-46.0% |
| Participation rate | 71.2% | 58.2%+12.9pp | 69.8%+1.3pp | 68.3%+2.8pp |
| Annual return | 14.20% | 58.34%-44.1pp | 425.95%-411.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,909 | $1,535+24.4% | $3,674-48.0% | $2,631-27.4% |
| Participant deferral / active EE | $4,001 | $2,671+49.8% | $4,083-2.0% | $4,212-5.0% |
| Admin fee / account holder | $2,240 | $4,497-50.2% | $6,065-63.1% | $7,344-69.5% |