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 | $202,341 | $179,726+12.6% | $156,263+29.5% | $142,382+42.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 11.87% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,795 | $5,069-44.9% | $4,333-35.5% | $4,299-35.0% |
| Participant deferral / active EE | $5,995 | $6,956-13.8% | $6,158-2.7% | $6,507-7.9% |
| Admin fee / account holder | $43,110 | $17,272+149.6% | $14,255+202.4% | $12,624+241.5% |