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 | $129,521 | $106,515+21.6% | $96,683+34.0% | $139,434-7.1% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.0pp |
| Annual return | 13.99% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,564 | $4,103-37.5% | $3,737-31.4% | $4,751-46.0% |
| Participant deferral / active EE | $6,810 | $5,454+24.9% | $4,878+39.6% | $6,710+1.5% |
| Admin fee / account holder | $48,196 | $7,877+511.9% | $6,730+616.2% | $11,403+322.7% |