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 | $24,284 | $70,756-65.7% | $65,493-62.9% | $142,382-82.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.05% | 1754.89%-1731.8pp | 982.45%-959.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $7,054 | $2,881+144.9% | $2,574+174.0% | $4,299+64.1% |
| Participant deferral / active EE | $2,962 | $4,637-36.1% | $3,961-25.2% | $6,507-54.5% |
| Admin fee / account holder | $1,903 | $6,559-71.0% | $5,028-62.2% | $12,624-84.9% |