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 | $294,141 | $154,228+90.7% | $145,433+102.3% | $137,256+114.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.56% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,439 | $4,804-49.2% | $4,554-46.4% | $4,156-41.3% |
| Participant deferral / active EE | $11,970 | $8,216+45.7% | $7,897+51.6% | $6,407+86.8% |
| Admin fee / account holder | $4,254 | $14,344-70.3% | $13,129-67.6% | $12,270-65.3% |