Filed December 23, 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 | $41,016 | $58,927-30.4% | $76,817-46.6% | $72,985-43.8% |
| Participation rate | 80.3% | 67.3%+12.9pp | 72.1%+8.2pp | 69.5%+10.8pp |
| Annual return | 22.06% | 2305.64%-2283.6pp | 1166.11%-1144.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,653 | $1,787-7.5% | $2,302-28.2% | $2,440-32.3% |
| Participant deferral / active EE | $3,106 | $2,690+15.4% | $3,336-6.9% | $3,607-13.9% |
| Admin fee / account holder | $2,546 | $4,013-36.6% | $6,420-60.3% | $5,124-50.3% |