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 | $85,775 | $209,336-59.0% | $197,124-56.5% | $137,256-37.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 68.93% | 48.09%+20.8pp | 44.34%+24.6pp | 220.34%-151.4pp |
| Employer contribution / active EE | $6,914 | $6,591+4.9% | $6,227+11.0% | $4,156+66.4% |
| Participant deferral / active EE | $13,116 | $9,614+36.4% | $9,135+43.6% | $6,407+104.7% |
| Admin fee / account holder | $37,166 | $17,308+114.7% | $16,298+128.0% | $12,270+202.9% |