Filed August 31, 2026
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 | $26,224 | $52,681-50.2% | $75,781-65.4% | $59,632-56.0% |
| Participation rate | 93.5% | 67.2%+26.3pp | 75.8%+17.7pp | 68.7%+24.8pp |
| Annual return | -0.37% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $3,391 | $2,193+54.6% | $3,323+2.1% | $2,203+54.0% |
| Participant deferral / active EE | $1,701 | $2,591-34.3% | $3,651-53.4% | $3,192-46.7% |
| Admin fee / account holder | $1,086 | $3,610-69.9% | $5,299-79.5% | $4,297-74.7% |