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 | $67,461 | $177,572-62.0% | $154,803-56.4% | $142,382-52.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.00% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,454 | $4,810-49.0% | $4,305-43.0% | $4,299-42.9% |
| Participant deferral / active EE | $7,155 | $6,272+14.1% | $5,540+29.1% | $6,507+10.0% |
| Admin fee / account holder | $4,705 | $16,786-72.0% | $14,329-67.2% | $12,624-62.7% |