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 | $38,966 | $159,602-75.6% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.92% | 70.24%-32.3pp | 62.55%-24.6pp | 217.08%-179.2pp |
| Employer contribution / active EE | $2,579 | $4,961-48.0% | $4,693-45.1% | $4,299-40.0% |
| Participant deferral / active EE | $19,123 | $8,310+130.1% | $7,997+139.1% | $6,507+193.9% |
| Admin fee / account holder | $1,354 | $14,846-90.9% | $13,435-89.9% | $12,624-89.3% |