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 | $235,350 | $177,572+32.5% | $154,803+52.0% | $142,382+65.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.19% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,522 | $4,810-47.6% | $4,305-41.4% | $4,299-41.3% |
| Participant deferral / active EE | $3,418 | $6,272-45.5% | $5,540-38.3% | $6,507-47.5% |
| Admin fee / account holder | $21,751 | $16,786+29.6% | $14,329+51.8% | $12,624+72.3% |