Filed December 22, 2025
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $62,431 | $102,382-39.0% | $147,005-57.5% | $80,874-22.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 28.83% | 134.89%-106.1pp | 418.76%-389.9pp | 35.62%-6.8pp |
| Employer contribution / active EE | $1,249 | $3,715-66.4% | $4,934-74.7% | $2,756-54.7% |
| Participant deferral / active EE | $9,208 | $6,646+38.5% | $8,070+14.1% | $4,297+114.3% |
| Admin fee / account holder | $2,344 | $7,942-70.5% | $13,006-82.0% | $6,935-66.2% |