Filed August 14, 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 | $202,564 | $109,817+84.5% | $98,442+105.8% | $167,490+20.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.02% | 1956.69%-1941.7pp | 1492.73%-1477.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $9,047 | $3,224+180.6% | $2,960+205.7% | $4,837+87.0% |
| Participant deferral / active EE | $9,712 | $4,673+107.8% | $4,276+127.1% | $6,341+53.2% |
| Admin fee / account holder | $2,012 | $6,753-70.2% | $5,949-66.2% | $12,309-83.7% |