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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,395 | $87,037-61.6% | $106,201-68.6% | $80,874-58.7% |
| Participation rate | 71.9% | 70.4%+1.4pp | 75.3%-3.4pp | 67.6%+4.2pp |
| Annual return | 8.88% | 17.05%-8.2pp | 116.26%-107.4pp | 35.62%-26.7pp |
| Employer contribution / active EE | $1,200 | $2,396-49.9% | $3,170-62.1% | $2,756-56.5% |
| Participant deferral / active EE | $2,237 | $3,986-43.9% | $5,012-55.4% | $4,297-47.9% |
| Admin fee / account holder | $31,932 | $8,434+278.6% | $11,039+189.3% | $6,935+360.4% |