Filed November 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,082 | $94,529+92.6% | $140,016+30.0% | $64,186+183.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.42% | 7.77%-16.2pp | 651.12%-659.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,428 | $3,812-10.1% | $5,606-38.9% | $2,381+44.0% |
| Participant deferral / active EE | $9,449 | $5,250+80.0% | $6,927+36.4% | $3,470+172.4% |
| Admin fee / account holder | $2,852 | $6,741-57.7% | $10,705-73.4% | $4,888-41.6% |