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.)
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 | $182,759 | $109,359+67.1% | $162,163+12.7% | $72,985+150.4% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 26.66% | 25.46%+1.2pp | 115.59%-88.9pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,465 | $3,907-36.9% | $5,614-56.1% | $2,440+1.0% |
| Participant deferral / active EE | $6,716 | $5,481+22.5% | $7,298-8.0% | $3,607+86.2% |
| Admin fee / account holder | $10,454 | $7,972+31.1% | $10,843-3.6% | $5,124+104.0% |