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 | $37,491 | $214,378-82.5% | $200,582-81.3% | $142,382-73.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 116.18% | 46.41%+69.8pp | 42.33%+73.8pp | 217.08%-100.9pp |
| Employer contribution / active EE | $3,324 | $6,841-51.4% | $6,419-48.2% | $4,299-22.7% |
| Participant deferral / active EE | $6,325 | $9,865-35.9% | $9,331-32.2% | $6,507-2.8% |
| Admin fee / account holder | $618 | $17,692-96.5% | $16,305-96.2% | $12,624-95.1% |