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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,454,414 | $169,032+760.4% | $129,207+1025.6% | $145,922+896.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.01% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $21,936 | $5,537+296.2% | $4,153+428.2% | $4,660+370.8% |
| Participant deferral / active EE | $30,500 | $4,987+511.5% | $4,168+631.8% | $6,688+356.1% |
| Admin fee / account holder | $7,374 | $9,954-25.9% | $7,715-4.4% | $13,397-45.0% |