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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,791 | $183,519+42.7% | $155,509+68.3% | $145,922+79.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.84% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,967 | $5,313-63.0% | $4,672-57.9% | $4,660-57.8% |
| Participant deferral / active EE | $10,798 | $6,462+67.1% | $5,626+91.9% | $6,688+61.5% |
| Admin fee / account holder | $2,486 | $19,313-87.1% | $15,912-84.4% | $13,397-81.4% |