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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,059 | $159,602+96.1% | $150,045+108.6% | $142,382+119.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.16% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,447 | $4,961-10.3% | $4,693-5.2% | $4,299+3.4% |
| Participant deferral / active EE | $10,520 | $8,310+26.6% | $7,997+31.5% | $6,507+61.7% |
| Admin fee / account holder | $1,258 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |