Filed November 12, 2025
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.
See the 10-year trajectory. $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 | $83,085 | $89,355-7.0% | $141,162-41.1% | $72,985+13.8% |
| Participation rate | 79.7% | 75.1%+4.6pp | 82.5%-2.7pp | 69.5%+10.2pp |
| Annual return | 28.20% | 111.85%-83.6pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $2,190 | $3,114-29.7% | $4,735-53.7% | $2,440-10.2% |
| Participant deferral / active EE | $5,636 | $5,418+4.0% | $6,709-16.0% | $3,607+56.2% |
| Admin fee / account holder | $437 | $5,958-92.7% | $10,261-95.7% | $5,124-91.5% |