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 | $89,581 | $159,602-43.9% | $150,045-40.3% | $142,382-37.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3766.77% | 70.24%+3696.5pp | 62.55%+3704.2pp | 217.08%+3549.7pp |
| Employer contribution / active EE | $2,202 | $4,961-55.6% | $4,693-53.1% | $4,299-48.8% |
| Participant deferral / active EE | $6,809 | $8,310-18.1% | $7,997-14.9% | $6,507+4.6% |
| Admin fee / account holder | $628 | $14,846-95.8% | $13,435-95.3% | $12,624-95.0% |