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 | $51,978 | $154,228-66.3% | $145,433-64.3% | $137,256-62.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 85.18% | 74.59%+10.6pp | 66.58%+18.6pp | 220.34%-135.2pp |
| Employer contribution / active EE | $25,734 | $4,804+435.7% | $4,554+465.0% | $4,156+519.2% |
| Participant deferral / active EE | $9,969 | $8,216+21.3% | $7,897+26.2% | $6,407+55.6% |
| Admin fee / account holder | $385 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |