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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $239,650 | $87,013+175.4% | $106,213+125.6% | $80,856+196.4% |
| Participation rate | 94.7% | 70.4%+24.3pp | 75.3%+19.5pp | 67.6%+27.1pp |
| Annual return | 7.85% | 17.05%-9.2pp | 116.14%-108.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $19,984 | $2,395+734.3% | $3,171+530.1% | $2,755+625.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $47,855 | $8,431+467.6% | $11,033+333.7% | $6,918+591.7% |