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 | $130,941 | $177,572-26.3% | $154,803-15.4% | $142,382-8.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.79% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,806 | $4,810-41.7% | $4,305-34.8% | $4,299-34.7% |
| Participant deferral / active EE | $7,231 | $6,272+15.3% | $5,540+30.5% | $6,507+11.1% |
| Admin fee / account holder | $3,256 | $16,786-80.6% | $14,329-77.3% | $12,624-74.2% |