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 | $9,927 | $90,348-89.0% | $75,972-86.9% | $145,922-93.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 41.65% | 620.88%-579.2pp | 359.55%-317.9pp | 561.29%-519.6pp |
| Employer contribution / active EE | $2,998 | $3,311-9.4% | $2,685+11.7% | $4,660-35.7% |
| Participant deferral / active EE | $3,358 | $5,162-34.9% | $4,255-21.1% | $6,688-49.8% |
| Admin fee / account holder | $1,064 | $8,467-87.4% | $6,467-83.5% | $13,397-92.1% |