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 | $114,381+491.1% | $107,525+528.8% | $142,382+374.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 3096.79% | 242.71%+2854.1pp | 181.32%+2915.5pp | 217.08%+2879.7pp |
| Employer contribution / active EE | $1,592 | $4,015-60.3% | $3,754-57.6% | $4,299-63.0% |
| Participant deferral / active EE | $2,632 | $5,564-52.7% | $5,116-48.5% | $6,507-59.6% |
| Admin fee / account holder | $6,280 | $9,860-36.3% | $8,919-29.6% | $12,624-50.3% |