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 | $676,144 | $111,535+506.2% | $105,223+542.6% | $137,256+392.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 3096.79% | 237.85%+2858.9pp | 180.65%+2916.1pp | 220.34%+2876.4pp |
| Employer contribution / active EE | $1,592 | $3,939-59.6% | $3,689-56.8% | $4,156-61.7% |
| Participant deferral / active EE | $2,632 | $5,500-52.1% | $5,072-48.1% | $6,407-58.9% |
| Admin fee / account holder | $6,280 | $9,721-35.4% | $8,859-29.1% | $12,270-48.8% |