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 | $91,085 | $74,888+21.6% | $71,209+27.9% | $142,382-36.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 38.01% | 345.14%-307.1pp | 282.51%-244.5pp | 217.08%-179.1pp |
| Employer contribution / active EE | $1,937 | $2,854-32.1% | $2,721-28.8% | $4,299-54.9% |
| Participant deferral / active EE | $14,981 | $4,454+236.3% | $4,175+258.8% | $6,507+130.2% |
| Admin fee / account holder | $2,206 | $5,568-60.4% | $5,349-58.8% | $12,624-82.5% |