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 | $25,323 | $183,519-86.2% | $155,509-83.7% | $145,922-82.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.67% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,156 | $5,313-59.4% | $4,672-53.8% | $4,660-53.7% |
| Participant deferral / active EE | $4,769 | $6,462-26.2% | $5,626-15.2% | $6,688-28.7% |
| Admin fee / account holder | $330 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |