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 | $37,990 | $72,071-47.3% | $68,368-44.4% | $137,256-72.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 47.57% | 353.14%-305.6pp | 292.57%-245.0pp | 220.34%-172.8pp |
| Employer contribution / active EE | $18,403 | $2,788+560.1% | $2,649+594.7% | $4,156+342.8% |
| Participant deferral / active EE | $12,772 | $4,410+189.6% | $4,123+209.8% | $6,407+99.4% |
| Admin fee / account holder | $1,731 | $5,336-67.6% | $5,150-66.4% | $12,270-85.9% |