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 | $70,724 | $51,638+37.0% | $68,368+3.4% | $82,448-14.2% |
| Participation rate | 96.7% | 63.6%+33.1pp | 73.8%+22.9pp | 68.1%+28.6pp |
| Annual return | 15.67% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,186 | $2,047+55.7% | $2,649+20.3% | $2,551+24.9% |
| Participant deferral / active EE | $8,256 | $2,914+183.4% | $4,123+100.3% | $4,139+99.5% |
| Admin fee / account holder | $9,613 | $4,643+107.0% | $5,150+86.7% | $7,234+32.9% |