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 | $183,214 | $74,888+144.6% | $71,209+157.3% | $142,382+28.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 26.62% | 345.14%-318.5pp | 282.51%-255.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $7,639 | $2,854+167.6% | $2,721+180.7% | $4,299+77.7% |
| Participant deferral / active EE | $12,203 | $4,454+174.0% | $4,175+192.3% | $6,507+87.5% |
| Admin fee / account holder | $4,744 | $5,568-14.8% | $5,349-11.3% | $12,624-62.4% |